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How to add a client in Imploy

In imploy, you can add clients under Home Care Packages (HCP), NDIS, or Private funding.

Updated over 2 months ago

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.

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