How to Create a Client

Create a client record before beginning their first consultation in Assess Treat Record. The client record keeps their consultation history and clinical documentation connected over time.

Once the client has been created, you can start their first consultation and begin the Assess, Treat, Record and Reassess workflow.

1. Open the Clients Area

From Assess Treat Record, open the area where your client records are managed.

2. Create a New Client

Select the option used to create a new client record.

3. Enter the Client Information

Enter the client information requested on the Create Client form.

Screenshot of the Create New Client form

4. Save the Client Record

When the required client information has been entered, save the client record.

5. Open the Client Record

After the client has been created, open their client record to view their information and begin their first consultation.

Future consultations can then remain connected to the same client record, helping maintain continuity between treatments.

Next: Start a New Client Consultation

With the client record created, you are ready to begin their first consultation and start recording the clinical assessment.