Add A New Client

Owned by Carolyn Garlick

Last updated: Jul 11, 2022 by Brittney Kalicki

1 min read

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: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/3254878217