Create New Client and Edit Client Information

Create New Client
Edit Client Information 
Important Fields

Create New Client

1. From the Dashboard, select Client from the Client/Employee/Doctor dropdown menu. 
2. Select Add from the Select a Transaction dropdown menu.
3. Click the Enter button.  
   
   
4. The Clients - New Item modal opens. Enter all client information. 
   
   
   
   
5. Click the Save button at the bottom of the modal.
   

Edit Client Information

1. From the Dashboard, select Client from the Client/Employee/Doctor dropdown menu. 
2. Select Edit Information from the Select a Transaction dropdown.
3. Select the Client’s name.
4. Click the Enter button.
   
5. Make any needed changes and click Save button at the bottom of the modal.
   
   

Important Fields

1. Contract, Services, & Allowed Services are the billable and non-billable services that the Client is eligible to receive
   • To add a service, select the service from the left-hand selection box and click the add button
   • To remove an allowed service, select the allowed service from the right-hand selection box and click remove
     
     
     
2. Medicaid Number field - the clients insurance subscriber number.