Table of Contents

• Creating a Client from My Clients
• Creating a Client from All Clients
• Creating a Client from a New Appointment
• Create a Client Window
  • Basic Settings
  • Advanced Settings

There are three methods to create a client: 

• From All Client 
• From My Clients
• When creating an appointment 

Creating a Client from My Clients

To create a client from the My Clients area, please do the following:

1. Navigate to My Clients from the left navigation bar
2. Click on New Client
   
   
   
   
3. Fill in the necessary details (more information later in the article here)
4. Click Create Client

Creating a Client from All Clients

To create a client from the All Clients area, please do the following:

1. Navigate to All Clients from the left navigation bar
2. Click on New Client
   
   
   
   
3. Fill in the necessary details (more information later in the article here)
4. Click Create Client

Creating a Client from a New Appointment

1. Follow the steps outlined here to add a new appointment
2. Under the Add Users heading click on New Client
   
   
   
3. Fill in the necessary details (more information later in the article here)
4. Click Create Client

Create a Client Window

Basic Settings

1. Type the client's first name. 
2. Type the client's last name. 
3. Select the client's preferred language. 
4. Select the client's timezone. 
5. Enter the client's email address. 
6. Email Communication consent is selected by default.
   Note: Clients will need this checked in order to receive their appointment links and access codes by email.
7. Enter the client's mobile number.
8. If applicable, select SMS Communication if the client would like to receive notifications by SMS.
   
   Note: If you do not want to add a client's mobile number, uncheck SMS Communication and leave the mobile field blank. 
   
   
9. Select Primary if the entered mobile number is the client's Primary Number.
10. Click “Create Client”. 

If you have Client Portal enabled an email will be sent to the user to claim their account which is valid for 72 hours. As well, leaving the mobile number blank will result in an error. 

Advanced Client Settings 

You can add more information to a client's profile than the Basic fields. Each section can be expanded by clicking the arrow to the right of the section name

Client Details

Expand the Client Details section to add more client demographic information such as:

• Date of birth
• Personal Pronouns
• Address

1. Select the client's salutation.
2. Select or manually enter the client's sex assigned at birth
3. Select the client's personal pronouns.
4. Select the client's date of birth.
5. Select Voice Communication Consent to indicate the client consents to receiving voice notifications (if enabled)
6. Enter the client's address.
7. Enter the client's apt/suite/floor if applicable 
8. Select the client's referring provider, if applicable
9. Select if the client is qualified, if applicable
10. Type the client Veteran ID, if applicable.
11. Select the location the client will be treated.
12. Type in a client alert that other users will see on the client's Profile and their Appointment Details. 

Contact Information

1. Add additional client contact numbers. 
2. Add a client's emergency contact information. 

Coverage and Insurance

1. Add the province where the client's health card was issued
2. Enter the client's health card information.
3. Enter the client's health card version number
4. Validate the client's health card information
5. Enter the client's default fee program, applicable if you are using advanced billing
6. Add a fee program number, if applicable
7. Enter the client's province
8. Add a billing authorization number, if applicable
9. Add a case no., if applicable
10. Enter the number of sessions the client will need, if applicable
11. Add any required billing notes