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. 

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.
  
• If Yes, the client will:
  • The client will receive a welcome email to the Client Portal, create their own password, and complete any required practice documents.
• Optionally include a personal note in the invitation
• If No, the client will not receive a welcome email to the Client Portal 
  • ⚠️ You can send a Welcome Email after creating a client by clicking the gear icon ⚙️ on the Client page and selecting Send Welcome Email. This allows the practice to send the invitation to the Client Portal whenever they are ready.

Save Client Record

• Click Save to complete the process. The client’s information will then be added to the Clients home page.