Skip to content
English
  • There are no suggestions because the search field is empty.

How to add a client in the system

From the Client List or Census screens...

  • Click the Add Client button located in upper right corner of the screen. A pop-up box will appear
  • Complete the requested information.
  • From this screen you can take or upload a client photo, otherwise it can be added later

 

Be sure to click save in the lower left corner to complete the short form. 

Once added, the user can access client record in system to complete intake. 


 [insert video]