How to Add a Client

To add a new Client into the system…  

1. Click "Refer Consumer" in the menu bar. (It may be labeled: “Refer Client” in your environment).  

2. Fill in the Client ID (e.g., Medicaid ID) and select the “Referring Program (e.g. Consumer directed services CDS).  

3. Fill in the “Starred” mandatory fields of Name, Address, and Primary Diagnosis.  

 (There  are other fields on this screen that you can enter in additional info  or attach relevant documents to the profile, but future tutorials will  go over these steps.)  

4.  Press "Submit". 

Next you will want to set authorized units. To see how to do this go to "How to set authorized units"