Adding a Client yourself

From the calendar, use the “New Client” button to add your clients. 

The minimum you need to enter to register a client is First Name, Last Name, Gender, and DOB. 

If you will be submitting insurance claims for this client, everything highlighted in green will be required. 

After you have completed adding the information, push the save and register button to register the client.

 

Click the Save button to complete Registration

You will now see the client listed under Individual/View Client

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