How to quickly add a new client?

From the left navigation menu, click on Clients.

Click on + Add Client, or select Add Quickly from the dropdown menu.

Enter the client’s basic information:

• • First Name
  • Middle Name (optional)
  • Last Name
  • Email Address
  • Phone Number
  • Address
  • State
  • NDIS Number

Select the appropriate Funding details.

Choose the required Service Type.

If Care Coordination is selected as the Service Type, assign a Coordinator using the Assign Coordinator field.

Review all the entered information to ensure it is accurate.

Click on Save to create the client profile.

The newly created client will appear in the Clients list and is ready for further configuration, if required.