2.3 Add Client

Tutorial Video: How to add a client

Add Client

Depending on permissions, users may be able to add new clients to the application by:

Clicking the +ADD CLIENT button on the Client List page

Where can I find this?

Clicking Clients in the navigation, and selecting Add New from the menu

Where can I find this?

Add New Client Wizard

The system will walk users through a wizard to populate case details, contact information, and fields related to the client (i.e. Profile, Education & Training, Employment).

When completed, click FINISH and the system will bring the user to the case profile of the client created.