Using the New Client Form

Steps to Add a New Client

1. Access the New Client Form

   • Navigate to the Main Menu.
   • Select Clients and click New Client.

2. Filling Out the Form

   • Use the Quick Option for faster entry (example used in this guide).
   • Complete all mandatory fields (marked with an asterisk).

3. Data Privacy Policy

   • Depending on your region’s data protection laws, opt-in fields may be pre-selected or unselected by default.
   • Provide the client with access to the privacy policy:
     • Options include displaying it on-screen or providing a printed copy.
   • For clients over the age of consent, select the appropriate acceptance option.
   • For clients under the age of consent, provide details of the consenting parent or guardian in the designated field.

4. Finalizing the Entry

   • As you enter the client’s first or last name, the system will display matching entries if the name already exists in your database. Select an existing entry if applicable.
   • Once all information is entered, click Done to save.

Reviewing Client Information

1. Client Card Overview

   • After saving, access the client card to review the entered information.

2. Profile and Privacy Policy Details

   • Open the client profile to view the detailed information.
   • Under the Information section:
     • Confirm the privacy policy acceptance.
     • Note the acceptance date (displayed in the bottom-right corner).
     • Check the date of the last update to the client card.

3. Closing the Profile

   • Press Done to exit the client profile screen.

Key Takeaways

• Always ensure mandatory fields are completed.
• Provide clear access to the privacy policy and select the correct acceptance option based on the client’s age.
• Double-check client details before finalizing the entry to prevent duplicate records.