Add a New Admission

Occasionally it is necessary to manually add a new admission:

  1. Go to the Client Search screen via Main Menu > Client.

  2. Use the filters to locate the client.

  3. Right click on the client’s name and click New Admission.

    Right click on the client’s name and click New Admission.

    This opens the New Client Wizard. The first screen should already be filled out with the client's information. If the information is correct do not make any changes.

  4. Click Next.

    Click Next.

  5. Link the Client Profiles by clicking on the possible match and then clicking Next.

    Link the Client Profiles by clicking on the possible match and then clicking Next.

    If you do not want to link the client, click on Next without selecting the client. If you inadvertently selected a client and do not want to link, click Previous then Next twice.

    If you selected a client, a message displays informing you that any changes to a client's personal information updates in both admissions. Click Yes to confirm.

    If you selected a client, a message displays informing you that any changes to a client's personal information updates in both admissions. Click Yes to confirm.

  6. Select a Company then click Next.

    Select a Company then click Next.

  7. Select a Location then click Next.

    Select a Location then click Next.

  8. Select an Admission Type then click Next.

    Select an Admission Type then click Next.

  9. Click Finish.

    Click Finish.