How do I add a new client

How do I add a new client

You can add new clients by entering their demographic information, identification details, and contact information.
1. On Clients Management page, select +Add Client
2. Input the required information, then click on Save.



    • Related Articles

    • How can I add a Referral?

      1. Navigate to Referrals in the menu 2. Click “+ Add Referral” in the top right 3. Search for and select the client you wish to create a new referral for. 4. Complete the form and save. a. Items marked with an asterisk are mandatory in order to save.
    • How do I add a new MDT/Team Member?

      You can add a new MDT/Team Member from the MDT/Team Members page by clicking "+ Add Member" and filling out the required information. An MDT/Team Member must be a user in the system. If you cannot find the name of the User you want to create as a ...
    • How can I add a Physician/NP?

      You can add a new Physician/NP from the PCN Admin - Physician/NPs by clicking "+ Add Physician" and filling out the required information. 1. Navigate to “Physicians/NPs” from the left hand side bar menu 2. Click “+ Add Physician/NP” in the top right ...
    • How do I add an MDT/Team Member to a site?

      You can add a new MDT/Team Member from the MDT/Team Members page by clicking "+ Add Member" and filling out the required information. An MDT/Team Member must be a user in the system. If you cannot find the name of the User you want to create as a ...
    • What is a Client?

      In healthcare, the terminology used to describe individuals receiving care varies among professionals and organizations. Traditionally, the term "patient" has been used, implying a role where the individual is a recipient of medical treatment, often ...