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Creating a Client Record

From the top main menu, click Clients:

You will then be presented with the Clients main screen:

Creating a client is almost the same process as carers. But there are a few key areas to which are different, lets take a look at these now.

Under General we have the keysafe and entry method:

Populate this area with key safe numbers and any entry requirements to gain access to the premises.

Although possible, its not advised to print these two bits of information on a rota for example, if a carer was to loose this information it could have serious consequences.

client_screen.1505298683.txt.gz · Last modified: 2017/11/23 14:23 (external edit)