A Client Profile can be created for an individual who is new to your AlayaCare system or for an individual with other Profiles Types.
Create a Client Profile for a New Individual
1. Go to Clients>Clients List.
2. In the Clients List, you can filter by Status, Client Group, or Tags. You can search by Name or AlayaCare ID.
3. Click +New Client.
4. In the resulting dialogue, enter a First Name and Last Name. You also have the option to enter a Phone Number and Email.
5. Should any individuals already exist with matching criteria, they will appear in the Matching Profiles table. Learn more about adding Profile types to existing individuals.
6. If you are adding a new individual with the same name, click Add New Client.
7. You will be taken to a new page where you can add further information for your Client Profile.
8. When you are done, click Save Client. A new individual has been created with a Client Profile.
Please sign in to leave a comment.