Adding a new Client

Last modified 07:45, 24 Apr 2017

Overview

The Add New Client Wizard guides you through the client creation process. It is always your starting point when you need to add a client to the database.

Using the New Client Wizard

The Wizard guides you through the steps to create a detailed record of a client. However, if you prefer, you can use the wizard to create basic client information and then complete the remaining steps on the Client Page at another time. The only mandatory step is the first one. After this you can click Finish at any time to save the new client and any details entered.

If there are any mandatory fields in a step, a small red triangle like this File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/010_Adding+clients+to+the+database/icon_mandatory.gif is displayed in the field. You will not be able to go to the next step in the Wizard until the field is completed. This icon   displays if you try to move to the next step without completing the mandatory field. If you make an error in a mandatory field, hover over the icon and it will tell you what the error is.

The Add New Client Wizard is accessed from the main menu by selecting File > New > Client.

NOTE

Additional mandatory fields can be set up by your system administrator to record information required by your practice. They are set up via the  Maintenance menu.

Topics in this Section

Topics
  • To launch the Add New Client Wizard, on the menu bar, click File>New>Client. The Add New Client Wizard - Step 1 window appears. The information you enter in the Client Personal Details and Responsibility window will appear on the Main tab of the Client page.
  • The Client Extra Details you enter in the Add New Client Wizard - Step 2 window will appear on the Extra tab of the Client page.
  • The Client Address Details you enter in the Add New Client Wizard - Step 3 window will appear on the Addresses tab of the Client page.
  • The Client Note details you enter in the Add New Client Wizard - Step 4 window appear on the Main tab of the Client page.
  • The information on Associated Contacts you enter in the Add New Client Wizard - Step 5 appears on the Associated tab of the Client page.
Page statistics
1741 view(s) and 17 edit(s)
Social share
Share this page?

Tags

CCH Central

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |