Add a New Client

Enter a First Name and Last Name for a client.

This is the ONLY information required to be entered into this screen. The OK button could be pressed and an appointment for the client made.

 

Characters accepted are alpha-numeric characters, apostrophes, hyphens and spaces, however spaces must not appear immediately before or after the apostrophes and hyphens.

 

For example:

O’Toole – Valid

O’ Toole – Invalid (one or more spaces after apostrophe)

O ‘Toole – Invalid (one or more spaces before apostrophe)

Anne-Marie – Valid

Anne -Marie – Invalid (one or more spaces before hyphen)

Anne- Marie – Invalid (one or more spaces after hyphen)

Robert AKA Bob – Valid

Robert (Bob) – Invalid (’(’ and ‘)’ are not one of the allowed characters)

Once you begin typing a name into this form you may be displayed a list of possible matches, review this list to ensure you do not add the same client into the database twice.  You can double click the client displayed in this Possible Matches area to go to their record and cancel entering a new client.

Enter additional demographic fields as required

Enter Address information

If an address is entered then the Suburb MUST be entered. The selection of a Suburb adds a Postcode onto the address.

 

Additional addresses can be added in the Client Details

Select the Practitioner who will see the client.

Multiple practitioners can be selected to access a client's record after the initial Client's information has been saved.

Add a Referral to the Clients details.

Select the Phone Type

Enter the phone number for the client. 

 

 

Enter an Email Address for the client. 

 

Additional email addresses can be added in the Client Details

 

Additional phone numbers can be added in the Client Details

Select any appointment reminders the client wishes to receive.

Preferred Payment type can be set so that when a payment is taken this option is automatically selected

Bill to sets the Third Party to be selected when Invoicing

 

Add DVA and medicare information if required

 

Please note that if Medicare Online Claiming is to be used for either Medicare or DVA billing then these values will need to be verified within the Client Details form.

The customisation of the Add a New Client is discussed specifically by following this link. Included in this is a list of fields available for inclusion.

Click OK to add the New Client to the database.

Click Cancel to abort entering a New Client and close the form.