How to Create a Client
ProcedureOverview
Create a client record before you schedule appointments or document clinical care for that person.
Before you start
- You have permission to create clients
- You have the client’s basic demographic information
- You confirmed the client does not already exist (search first to avoid duplicates)
Steps
1. Open Clients
From the main navigation, select Clients.
Screenshot placeholderClients module in FICE navigationAdd image under docs/public/images/
2. Select New Client
Select New Client.
Screenshot placeholderNew Client button on the Clients listAdd image under docs/public/images/
3. Enter required information
Enter at least:
- First name and last name (example: Jordan Lee)
- Date of birth
- Contact information as required by your clinic
Optional fields may include preferred name, pronouns, address, and emergency contact (TODO: confirm required field set for your clinic).
Screenshot placeholderCreate Client form with demographic fieldsAdd image under docs/public/images/
4. Review and save
- Check spelling and date of birth.
- Select Save.
- Confirm the client profile opens successfully.
TIP
After saving, add insurance if the visit will be billed to a payer. See Insurance.