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.