1. Click "Program" on the left-side menu
2. Click "Client Mgmnt" on the sub-menu
3. Click "+ New Client"
4. Click "Enter first name"
5. Click "Enter last name"
6. Set the "Date of Birth"
7. Set the "Contact Type"
8. Select a "Gender"
9. Select "pronouns"
10. Click "Upload Picture" to upload a profile image
11. Enter the "Unique Client ID"
12. Enter the "Social Security-Number"
13. Click "Choose Files" to upload files tyou wish to attach to this client
14. Click "Next" to continue
15. Enter the "Phone Number"
16. Enter the "email"
17. Set the "Preferred Contact Type"
18. Click "+ Add Person" to add a contact attached to this client
19. Search by name or email
20. One you find the user, click "Select"
21. Click on the "X" icon to delete the connected person
22. Type in the user's address
23. Enter the "City"
24. Enter the "State"
25. Enter the "ZIP code"
26. Fill out the Emergency Contact "Full name"
27. Select a "Relationship"
28. Type in a "Phone Number"
29. Enter the "E-mail address"
30. Click "Next" to move into the next section
31. Select language
32. Check any "Additional Information" you wish to add
33. Select a "Marital Status"
34. Click "Next" to move into the next section
35. Describe any "Critical Medical Conditions"
36. Describe any "Severe Allergies"
37. Choose the "Insurance Status"
38. Click "Next" to move into the next section
39. Click "Choose from Templates" if you already have a cncent form ready
40. If you have not created a Concent Form, click "+ Add Custom Consent"
41. Check any of the boxes below "checkbox"
42. Click "Enter consent title"
43. Click "Enter description for this consent requirement…"
44. Click "Next"
45. Click "Select referral source"
46. Enter the "Service Start Date"
47. Select primary program
48. Set the "Status"
49. Select any additional programs this client is enrolled in by clicking on the checkboxes
50. Scroll down to find the "Previous Addresses"
51. Scroll down to enter the primary needs and goals for this client…"
52. Scroll down to find the Case Notes, then click "Next" to continue
53. The "Goals" section will only be available after the client creation, so let's click "Next" to continue
54. The "Communication History" section will only be available after the client creation, so let's click "Next" to continue
55. Click "Create Client" to finish and save the client's info
