Create a Client

How To Create a Client

Purpose - To ensure clients are correctly set up in the EHR so their records are accurate and accessible to the providers and care team, if applicable.

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Steps to Create a New Client

To Create a New Client

1. From the left-hand menu, select Clients
2. Click the + Add Client button (top right)

Enter Client Identifying Info

• Fill in required fields:

  • Legal First Name*
  • Optional: Legal Middle Name
  • Legal Last Name*
  • DOB*

• ⚠️ Mandatory field (*****)

• ⚠️ The DOB entered here will be used as identifying information when the Client Portal link is sent to the client for sign-in. The information must match exactly.

Enter Contact Information

• Phone (with type e.g., Home, Mobile, Work)
• Email*
• Language (select from dropdown)

Assign Care Team*

• Add at least one provider to the Care Team

• Mark the Primary provider

• Select additional options if needed:

  • Auto-subscribe to messages
  • Allow client to message

• ⚠️ Manage (Edit, Add, or Delete) Care Team selection can be with the Settings → Teams → Care Teams

• ⚠️ Anyone assigned to a Care Team will be able to view the client’s records

Pregnancy Status

Is this client pregnant?

• Indicate Yes or No

Set Client Chart Sharing Settings*

• Choose whether to send a welcome email inviting the client to access the Client Portal.