Log into the system as an Agency User, Owner, or Admin.
Click Clients under the Clients menu.
Click the + New Client button.
Click Clients under the Clients menu.
Fill out the details under the different sections.
Click the Save button to save the record, or the Cancel button to cancel the record.
If any of the required fields marked with a red asterisk (*) are not completed, the system will highlight each empty field to prompt the user to complete the required fields.
In the Referral section, click the + button.
This will open a page where a different set of fields will be mandatory/optional based on the type of source: Individual, Company, or Community.
Make sure to enter a phone number on the previous page so that the Caregiver can use this number for checking-in/out.
Click the + Phone button
Selecting the Allow Clock-in/Clock-out from Caregiver Mobile checkbox will enable IVR check-in/out from the Caregiver’s mobile too).
Phone Type and Number are mandatory fields. If you want to allow this number to be used for time-tracking, select the checkbox that says Time Tracking before clicking the Save button
After filling the required information, click the Save button and the Client’s profile will be saved.
NOTE: To create schedules for a Client, it is a pre-requisite to complete the information and add Payers for the respective Client in the application.