– Adding Clients Manually #
– FEATURES PENDING
1. Click " Program Manage Programs & Services"
2. Click "Client Mgmnt"
3. Click "+ New Client"
4. Click "Enter first name"
5. Click "Enter last name"
6. Click "Show date picker"
7. Click "Client"
8. Click "Select gender"
9. Click "Select pronouns"
10. Click "Upload Picture"
11. Click "Unique Client ID"
12. Click "Social Security-Number"
13. Click "Choose Files"
14. Click "Next"
15. Click "Phone Number"
16. Click "client@email.com"
17. Click "Email"
18. Click "+ Add Person"
19. Click "Search by name or email…"
20. Type in the user´s name
21. One you find the user, click "Select"
22. Click on the "X" icon to delete the connected person
23. Type in the user's address
24. Click "City"
25. Click "State"
26. Click "ZIP code"
27. Fill out the Emergency Contact "Full name"
28. Select a "Relationship"
29. Type in a "Phone Numer"
30. Type an "email address"
31. Click "Next" to move into the next section
32. Click "Select language"
33. Check any "Additional Information" you wish to add
34. Select a "Marital Status"
35. Click "Next" to move into the next section
36. Describe any "Critical Medical Conditions"
37. Describe any "Severe Allergies"
38. Choose the "Insurance Status"
39. Click "Next" to move into the next section
40. Click "Choose from Templates" if you already have a cncent form ready
41. If you have not created a Concent Form, click "+ Add Custom Consent"
42. Check any of the boxes below "checkbox"
43. Click "Enter consent title"
44. Click "Enter description for this consent requirement…"
45. Click "Next "
46. Click "Select referral source"
47. Click "2026-03-10"
48. Click "Select primary program"
49. Click "Pending"
50. Click "Select additional programs this client is enrolled in:"
51. Click "Previous Addresses"
52. Click "Enter the primary needs and goals for this client…"
53. Click "Enter the primary needs and goals for this client…"
54. Click "Next "
55. Click "Next "
56. Click "Next "
57. Click " Create Client"
