A new client or patient can be added couple different ways


Patient/Client Management

  • Select the blue Create New button under the client or patient screen
  • A new patient can be created under an existing client by expanding the client info and selecting "Add Patient"
    • Locate the client within the Patient/Client Management tab
    • Click on View Patients
    • Select Add Patient

  • A new patient can also be created under the patient screen, and then associating the patient with an existing client.
    • Click on Patients
    • Select Create New Patient
    • Once created, click View Clients
    • Select Add Client


Within the Log Entry Window

If you are adding a log entry for a new client, you have the ability to add a new client within that log entry window. 

  • When creating a log entry, you can click on Create a New Patient/Client, then enter the Patient ID number that is associated with this patient in your records



  • Select the Check ID Availability to ensure this Patient ID number does not already exist

  • Please note if you attempt to create a new client with an ID that already exists, a warning will display




  • If the patient or client ID is not manually entered, a patient and client ID will be automatically generated  
  • Enter in all the required fields and click Create



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