• Log into the system as an Agency User, Owner, or Admin.

  • Click Clients under the Clients menu.

  • Click the + New Client button.

  • Click Clients under the Clients menu.

  • Fill out the details under the different sections.

  • Click the Save button to save the record, or the Cancel button to cancel the record.

If any of the required fields marked with a red asterisk (*) are not completed, the system will highlight each empty field to prompt the user to complete the required fields.

  • In the Referral section, click the + button.

This will open a page where a different set of fields will be mandatory/optional based on the type of source: Individual, Company, or Community.

  • Make sure to enter a phone number on the previous page so that the Caregiver can use this number for checking-in/out.

  • Click the + Phone button

  • Selecting the Allow Clock-in/Clock-out from Caregiver Mobile checkbox will enable IVR check-in/out from the Caregiver’s mobile too).

Phone Type and Number are mandatory fields. If you want to allow this number to be used for time-tracking, select the checkbox that says Time Tracking before clicking the Save button

  • After filling the required information, click the Save button and the Client’s profile will be saved.

NOTE: To create schedules for a Client, it is a pre-requisite to complete the information and add Payers for the respective Client in the application.

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