All of your clients are managed under the Clients module. There are several places from which you can add a client, including from the Clients Dashboard, when scheduling an appointment, and when assigning a new owner to a patient.
To add a client from the Clients Dashboard:
- Click on "Clients"
- Click on "New Client"
- Complete the form that appears (first and last names are required)
- Click "Save + Done" to save the current record and exit (or "Save + Add New" to save the current records and create another)
To add a client when scheduling an appointment:
- Click anywhere on the Schedule
- Click on the "Client" field and begin typing the client's name
- Click on "Add Client," if the client you are looking for does not appear
- Complete the form that appears, and click "Save"
- Complete scheduling the appointment
To add a client when assigning an owner relationship to a patient:
- Navigate to the applicable patient profile
- Click on "Relationships" and select the option "New Relationship"
- Choose "is owned by" as the relationship "Type"
- Begin typing the client's name in the "Name" field
- Click on "Add Client" if the client you are looking for does not appear
- Complete the form that appears, and click "Save"
- Click "Save" in the new relationship form
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