How to Add a Client

When adding a Client to the system please note that only the form fields with an asterisk * are mandatory (e.g., if you do not have the client’s claim number you can still add the client).

1. Click on "Add a Client" in the left hand "Management" menu
2. Enter Name
3. Enter Date of Birth
4. Enter Name of Primary Therapist
   • Hint: Start typing the name of your provider and choose from the dropdown options by clicking
     into the correct name.
5. Enter Referral Source
6. Write an intake note if appropriate
7. Click the "Create Client" button

Note: The client file can be edited after it is created and claim numbers are added after the client has been created.