Creating a client profile is necessary in order to perform many other actions in your workflow. There are a few different ways to add a new client into the software.
To add a client from the Quick Add shortcut:
Click on the green + shortcut in the top right corner
Click on "New Client"
Complete the form that appears (first and last names are required)
Click "Save + Done" to save the current record and exit (or "Save + Add New" to save the current records and create another)
To add a client from the Clients Dashboard:
Click on "Clients"
Click on "New Client"
Complete the form that appears (first and last names are required)
Click "Save + Done" to save the current record and exit (or "Save + Add New" to save the current records and create another)
To add a client when scheduling an appointment:
This is the recommended workflow as it allows both the client and patient profiles to be created within the same screen
Click anywhere on the Schedule
Click on the "Client" field and begin typing the client's name
Click on "Add Client," if the client you are looking for does not appear
Complete the form that appears, and click "Save"
Complete scheduling the appointment
For more information on creating patients, see the related article: Adding Patients .
To add a client when assigning an owner relationship to a patient:
Navigate to the applicable patient profile
Click on "Relationships" and select the option "New Relationship"
Choose "is owned by" as the relationship "Type"
Begin typing the client's name in the "Name" field
Click on "Add Client" if the client you are looking for does not appear
Complete the form that appears, and click "Save"
Click "Save" in the new relationship form
To access client profiles, see the related article here: Finding Clients .