Basic Client Intake

Adding New Clients

Adding New Clients

1.  Click on the Add New Client Button located in the bottom right hand corner of your screen.
Add new client button

2.  Complete all fields in the Client information Card under the General Tab.
Reference Field Is Optional.
Only check the 'Test Client' box in the top right if you are creating this record for practice purposes as this information will be deleted later. 


3.  Complete all fields in the Issue Client Portal Card by clicking CREATE in the bottom right hand corner of the card.
Remember to click the create button to get to this information.
4.  Select one of the Program's in the drop-down from the Enrollment & Discharge Card to assign the client to a Program.
Click the drop-down to view the programs that have been created for your application's instance.
5.  Click Save Button located in the upper right hand corner of the screen at the top of the page.




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