Table of Contents

How to Add a New Client or Patient

To add a new client or patient:

1. Click on the Clients or Patients tab
2. Locate the Client or Patient Tab
3. In the the Client or Patient Tab:
   • Next to the Client: or Patient: label, enter the name of a new client or patient and press the ENTER key on your keyboard
     
   • OR click on the "+" button, and follow the on screen instructions
     

See also

• Are they Patients or Clients?
• How to switch from Client to Patient, or from Patient to Client
• How to add a new Client or Patient
• How to view an existing Client or Patient
• How to hide all inactive Clients or Patients
• How to unhide all inactive Clients or Patients
• How to set a Client or Patient status to Active
• How to set a Client or Patient status to Inactive

• Table of Contents