Every person your organisation supports starts with a client profile. From the Clients page you can create one in a few clicks — all you need to begin is their Basic Information.
Give the new client a first and last name, a date of birth, and a gender, then save. The other sections — address, access permissions, funding, tasks, and custom fields — are optional and can be filled in later. Once saved, the profile is ready for case notes, documents, medications, and the rest of their record.
Step 1
Open Clients
Go to Clients in the sidebar. This page lists everyone your organisation supports and is where new clients are added.
Step 2
Create a client
Click Create client to open a fresh, blank client form.
Step 3
Fill the essentials
In Basic Information, enter the client's first and last name, their date of birth, and gender. Only Basic Information is required to save — everything else can wait.
Step 4
Save the profile
Click Save to create the client. You're taken straight to their new profile, ready for case notes, documents, medications, and more.
Keep reading
Tutorial
Set up a medication
Open a client, find their Medications tab, and add a new medication — name, form, dose, route, schedule and low-stock alerts — in under a minute.
Web dashboardTutorial
Explore clients
Browse everyone your organisation supports, search by name, and open a client's full profile — all from your browser.
Web dashboardTutorial
Find a client's documents
Pull up care plans, consents, ID, and any other reference material attached to a client's profile.
Mobile app