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Add A New Client

Add A New Client

Adding a new client is done within the CLIENT tab

Select ADD A NEW CLIENT

 

Enter in all the necessary information and hit SAVE

  • Sections marked with an * are required

  • Client status refers to whether they are an active or inactive client

  • ·Service intensity describes the level of programming.

Intensive = unlimited programming for client

Non-intensive = limit of 5 programs allowed for client (default is intensive)

  • Client contact can be added at this time or at a later time

Client Demographics Fields Explained: Client Demographics Fields Explained

Looking for labels? They can now be found in the details panel on the floating action bar.

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