In this document we will help you understand how to create a client.
1. Click on the Case icon from the left navigation panel. Now click on the Add button from the case main page.
In Basic Information you need to enter Case Name. You can edit the name of the case as many times you want.
In Client Details, you are required to enter the basic information about the client. The information includes: full name, address, DOB, SSN, email and disability etc.
You can edit and choose the fields which you want to show in the client details section. It can be edited from Street Admin > Client Intake > Case Details field. Check mark all the fields you want in the client details section and click on save to save the changes.
After case details you can enter case management details, which includes: the date of the case created, case owner, Teams working on the project, published, you can also attach the forms if here are any, case description, comments and replies.
After client details and case management details you can customize the fields according to your requirements. User can enter the customize fields as per their need and requirement for Case Details, It can be added from Street Admin > Client Intake > Case Admin , where user can Add Text Field , Text Area , dropdown list , Radio buttons , Date Picker , Panel layout , Signature and Number fields etc.
Here are some example you what kind of categories you can create in your customized form section. After client management details you may provide with PPI category, which includes: gender, marital status, preferred language, race, ethnicity and income.
After PPI category you may enter parents or guardian information. This includes the name, contact details and address.
After Parents/ Guardian details fill out the household details of the client if required. This includes the following information; family size, lease duration, income, source of income and other information.
After household details you may enter the insurance details of the client, which includes: insurance provider, policy#, group#, holder name and holder relationship to client.
After providing the information click on Save at the bottom of the page to save the case details.
After clicking save button. This is how the case board will look like.
To learn how to add activities and programs please have a look at the document “How to create programs and activities in a case".