Create a New Client

Use the following steps to add a new Client to the system.

This option may not be available for programs that import Clients using a data feed.

  1. Go to the Client Management feature.

  2. Select the CREATE CLIENT button to open the New Client window.

    Create Client

  3. Enter the Client’s data. Fields with a red asterisk * are required. Next, select the CREATE CLIENT button.

    New Client

  4. You are automatically brought to the Edit Client page's Personal tab. Complete or edit any Client information in the data cards you see on this tab.

    Edit Client

  5. Use the pencil icon to open a card and add personal information that wasn’t included when the Client was added, such as SSN, date of birth, gender, and language.

  6. On the Addresses/Phone Numbers card, select ADD to add the Client’s address.

    Edit Client

  7. On the Add Address window, add the Client’s main address, phone number, and email address. It is important to check the Use as billing address checkbox or to add a separate billing address.

  8. Notice the Add email address option that presents a field for you to add the Client’s email address. Select the SAVE button.

    Edit Address amd Phone Number

  9. To add a contact for the Client, select Add Contact and fill in all required fields. When complete, select the SAVE button.

If a Client’s Caregiver is related to the Client, add them as a contact.

Add Contact