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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