Add a client

#Add a potential client (the short form)

When a new family calls, you only need what the first call gives you.

1. Click Clients in the sidebar.
2. Click Add client at the top right.
3. Leave Status on Potential ("Reached out, being matched").
4. Fill in what you know:
   • First name (required) and Last name
   • Parent / guardian name and Relation (mother, father, grandmother…)
   • Parent / guardian phone
   • Services needed – for example Speech, OT, PT or ABA
   • Language
   • Notes – what the family said, the best time to call…
5. Click Add client.

You'll go straight to the new client's profile, and you'll see Client added.

#More details

Click More details to open the rest of the fields: Date of birth, Intake date, Parent / guardian email, Client phone, Phone 2, Client email, Address and Referral source.

Click Add a therapist, peer or case manager to link the care team right away. Pick a Therapist, a Peer and a Case manager. Each is optional. You can also do this later. See Build a client's care team.

#Add an active client

If the client is already onboarded:

1. Click Add client.
2. Choose Active in Status ("Already onboarded").
3. The form opens wider, with every field showing, and About / background instead of Notes.
4. Fill in what you know and click Add client.

#"There is already a client named…"

If a client with the same name already exists, Caseglen warns you before saving. Check the list first. If it really is a different person, click Save anyway.

#Edit a client later

1. Open the client's profile.
2. Click the ⋯ button at the top right.
3. Click Edit details.
4. Change what you need and click Save.

#Next steps

• A client's profile
• Create a task about this client