Log into your Caresmartz360 portal as an Admin or Agency user.

Navigate to the Client Module

On the Client Listing Page, click on the Green Add button in the top right corner of the page. Select "Add New Client"

Choose whether you are creating an Individual client or a Facility. Fill out all of the required fields (marked with a red asterisk). Please note that if you have multiple Offices and/or Territories, those fields are required. Once assigned, a client cannot be moved to a different Office Location. The Inquiry Date and Admission Date will auto-populate to the current date. These are editable, but Admission Date is required.

n.b when adding the address, you must select one (even if there is only one) as Primary. You must click the green checkmark to save the address(es) before you can save the Main Profile.

You can add multiple addresses to the client profile to use as alternate locations for clocking in and out by clicking on the Green Add button in the top right of the section.

Work through the rest of the Main tab, to add phone numbers (Primary designation required), Referral Sources and Notes.
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Hit Save when you are done. If you have missed any required fields, an alert will pop up.