How to add a client in the system

Client Creation & Enrollment Process

Adding a New Client

1. From the Client List or Census screens, click the Add Client button located in the upper-right corner of the screen.
2. A pop‑up window will appear prompting user to enter the required client information.
3. Complete all requested fields.
   • User may take or upload a client photo from this screen.
   • If preferred, the photo can be added later.
4. When finished, click Save in the lower-left corner to complete the short form.

After saving, the system will automatically take user to the client’s record, where they can continue with the full intake process.

Adding an Enrollment

1. From the client record, click Add Enrollment in the upper-right corner of the screen.
2. An Add Enrollment pop‑up window will appear.
3. Complete all pertinent enrollment details.
   • Fields marked with an asterisk (*) are required.
4. Once all required information is entered, click Save and Start Wizard located in the bottom-right corner.

The system will guide user through the Enrollment Wizard, where they can complete all additional intake requirements.