While the core details stay the same, the main difference lies in how the funding information is entered.
In this guide, we’ll walk you through how to add a new HCP client. The process is quick and ensures your client records are set up correctly for scheduling, care planning, and funding management.
Step 1: Go to the Clients tab
From the sidebar, select Clients and click on ‘Add Client’.
Step 2: Select the client type
Choose the appropriate funding type: HCP, NDIS, or Private.
Step 3: Enter the required client information
Complete the form to create the client profile. All fields can be updated later if needed.
Step 4: Add a Service Agreement
After the client is saved, you’ll need to add a Service Agreement with a commencement date. This ensures client compliance.
Step 5: Press Create
Once saved, the client will appear in your list and can be included in rosters, care plans, and budget tracking.