Overview
Creating a client profile is necessary in order to perform many other actions in your workflow. Once a client is established, you can have patient's tied to the client via relationships. There are a few different ways to add a new client into the software.
Tips when adding a new client:
Address: When entering in the client's address, simply start typing the address and the system will automatically start searching for the official address. Select the correct address from the drop down that appears.
Reminders: The reminders field is where you will select the client's prefered reminder method. For example, if a vaccine has an email and SMS reminder action, and a client is opted in for only SMS reminders, they will only receive the SMS type reminder for the vaccine. In this field, you can select more than one reminder option if necessary.
Discounts: If a discount is selected in this field, the discount will automatically be applied to any invoices for this client. If a discount is added to a client's profile after the client has been created, this will only affect any new invoices moving forward.
Adding a Client from the Schedule - Recommended Workflow
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This is the recommended workflow as it allows both the client and patient profiles, and book the appointment all on 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
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Complete the form that appears, and click "Save"
Complete scheduling the appointment
Adding a Client from the Quick Add Shortcut
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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)
Adding a Client from the Clients Dashboard
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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)
Adding a Client when Assigning an Owner Relationship to a Patient
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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
Contact Detail: Adding Additional Contacts to a Client Profile
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The "Contacts Detail" tab in the client profile allows for additional contact information, such as a second mobile number or another person's contact info.
Tip: If a family member / additional patient contact does not want their own separate client profile, utilize the contact details to enter in the secondary person's contact information.
How to Add a New Contact Detail
Click the "Contact Detail" tab
Click "New Contact Detail"
Fill out the form that appears. Select the "Type" in the dropdown. The "Primary" field, if selected to "Yes" will replace the client profile information with the new contact detail type.
Receive Automated Reminders
On the type "Email and "Mobile", you have the ability to turn on the field "Receive Automated Reminders". This field allows for multiple patient contacts to receive automated reminders, such as medical and appointment reminders.
In order for the option to be available on email or mobile types, your account and clients need to meet the following requirements:
The SMS One-Way or Two-Way add on must be enabled
There must be a valid primary email or mobile number within the clients profile
The client must be opted in for SMS under the reminders field
The client must be opted in for Email under the reminders field
Tip: The "Description" field is a great place to enter in what the contact detail is for. For example, Second Mobile, Spouse, Child, etc.
Assigning as Primary, Editing or Deleting a Contact Detail
If you need to assign a contact detail type as the primary type, add automated reminders, edit or delete a contact detail, simply click the gear icon to the left of the contact detail and make your selection.
To access client profiles, see the related article here,
For more information on creating patients, find the related article here.