Adding a Client

To add a new client, you can either use the add client button on the clients listing under caseload or the new client under the global actions. 

The add client workflow consists of client and enrollment, client contact, other details, emergency contact, and collateral contact sections. 

The client and enrollment section consists of information regarding the client and their treatment. The client contact section tracks the client's personal contact details. The other details section tracks any additional information regarding the client such as ethnicity, marital status, or height. The emergency and collateral contact sections provide contact details for the client's emergency and collateral contacts.