Client Creation

Client Administration allows you to create and record the following information about the people that your organization will serve:

• Name
• Date of birth
• Gender
• Active/inactive status
• Client ID
• Organization assignment
• Taxonomy tags

Use the following procedure for adding clients:

1. In the Administration sidebar, click on the "Clients..." option. This will display the screen shown below.

1.1 Just to the right of the sidebar is a client list with the standard selection buttons and filtering capabilities.  

1.2 Below the client list are controls to allow you to navigate to different pages of the client list, as well as refresh the list.

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2. To add a new client select the New tab (1) at the bottom of the client list and click the Add button (2) above the client list area.

3. The system will automatically create a "New Client."

Click on the "New Client" entry (3) to display the client profile data entry area.

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4. Enter profile information for this client:

4.1 First Name (Required)

4.2 Last Name (Required)

4.3 Gender

4.4 Date of Birth

4.5 Client Identifier

4.6 Active Status - note that this box must be checked for the client to be visible/available for further interactions.

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5. Associate this client to your organization using the Organizational Placements area. 

This allows you to match the client with the physical or functional area that is providing service to this client

Click here for more details about administering your organization hierarchy.

5.1 Click on the "+" icon to expand the organization hierarchy

5.2 Click on the organization that this client is associated with

5.3 Click on "Add Placement" to complete the association. The new association will appear in the right pane.

5.4 Similarly, to remove an organization, click on the item in the right pane and then click on "Remove Placement"

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6. Associate this client with one or more tags using the Tags area.

This allows you to connect this client with one or more tag/taxonomy items.

Click here for more details on administering your tags.

6.1 Click on the Tags tab to display this area.

6.2 Click on the "+" icon to expand the tag hierarchy

6.3 Click on the tag that this client is associated with

6.4 Click on "Add Tag" to complete the association. The new tag will appear in the right pane.

6.5 Similarly, to remove a tag, click on the item in the right pane and then click on "Remove Tag"

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7. Click on the Save button to save this information.