If, after first searching for a client record, you have determined that it does not exist in the system, click Add Client from the Search tab to create a new record.
From the Create a New Client page, you'll record core data about the client. The fields that display here will be based on the Client Profile screen assigned to the agency or staff member, if Profile Override has been configured.
Certain fields are required before the record can be saved. If a required field is left blank, a banner will display indicating the record cannot be saved.
If the assigned Client Profile is customized locally, it may also contain fields that aren't required.
Completing the Release of Information
Whether a Release of Information is required for record creation depends on system and agency level settings. If required, rather than an Add Record button at the bottom of the screen, it will say Please fill in Release of Information form. When the ROI record has been completed and saved, an Add Record button will appear. For more information, see Release of Information Overview.
After completing all necessary fields, click Add Record at the bottom of the page to create the client record.
Adding a Photo
After saving the new record, you can add a client photo, either by uploading an image file or using a webcam. To add a photo, hover over the default Client Profile image and click Update Profile Photo.
If you are taking a photo using a webcam, you may need to grant access for the site to access your camera in your browser.
If you're uploading a file, the allowable file formats are .gif, .jpg, .jpeg, .png, and .tiff and the maximum file size is 4MB.