Adding Clients

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Add a New Client

• Click on the + Add Client button.

3. Fill in the Basic Information

• Complete the following fields:
  First Name
  Last Name
  Email Address
  Phone Number
  Rendering Provider: Choose the staff member who will be the rendering provider for the client.

4. Proceed to Fill Out Other Details

• Click Next to move to the next section and fill out additional details.

5. Fill in Other Details

• Complete the following fields:
  Gender
  Date of Birth
  Ethnicity
  Language
  Family Language
  Intake Date

6. Add the Client

• Click the Add button to save the client.