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QG - Add a New Client without a Referral


In the Appointment Book or in the Edit Appointment form click on New Client
 
The New Client form will display
Name: Enter a First Name and Last Name for a client.
 
Duplicate Names: Once you begin typing a Last 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.
 
Demographic Information: Add additional demographic information as required, e.g. Date of Birth, preferred name, gender
 
Address information: enter if required.
 
Practitioner: Select the Practitioner who will see the client.
 
Referral: To add a Referral to the Clients details click here
 
Phone Numbers: Select the Phone Type
Enter the phone number for the client. 
Only one phone number can be entered here. Additional numbers can be entered via the Client Details screen here.
A Mobile Number is required to be entered if SMS Reminder is selected.
 
Email Address: Enter an Email Address for the client. 
 
Reminders: Select any appointment reminders the client wishes to receive.
 
Click OK to save and add the Client to the database.