New Client Inquiry Process

Adding a New Client

From the main Scheduling System window, click on the Clients menu and select Add new. A blank Client form will appear. This form has tabs for different kinds of information to be collected: Summary, Info, Condition, Emergency and Inquiry.

Generally, you will start on the Info tab to begin entering basic personal information. As you collect information from the caller, you can move among the tabs accordingly. When you make changes to information within a tab, accept the changes by clicking on Apply before moving to another tab. This helps you to keep the information accurate and to avoid losing track of what you have changed. If you try to move to another tab without saving the changes, the Scheduling System will give you a chance to save them before moving on. For more about saving your changes, see Saving and Rejecting Changes: Apply and Revert.

Let’s take a look at each of the tabs and what they contain. Most of the following figures have information about a fictitious Client named Helen Agnella, just to show a little better what these tabs look like when filled in. In general, the fields on these tabs are fairly self-explanatory; most are free-text fields, into which you can type any information you wish. Exceptions to this include dates, which must conform to valid date formats, display-only fields, which cannot be directly edited, and multiple choice fields. Specific details are discussed in the following sections.

Activating a Client

You'll notice that a newly-entered Client has a status of Inquiry. When you are ready to "activate" the client, you have to add and activate a Service. Details for doing that can be found in the Adding a Service section.

Deleting a Client

As long as they have no fields filled out, you can simply go to File, Delete Client. If you are on a list, select the one you want to delete, then you can either click on File, Delete Client or just hit the Delete key on the keyboard. If there is information present (fields filled in, Shifts, Actions, etc.), it will warn you that you can't, showing you the items that are keeping you from deleting it. This is designed to keep you from accidentally removing valuable information. If you do want to delete it, you will first have to clear out those items.

Adding a New Client from an Existing Person

You can make any existing Person in the system a Client by adding Client to their list of Roles. From the Person form, click on the Add button, next to Roles and choose Client. To see more detail on handling a Person's Roles, see Persons and Roles