Add a client

How to add a client record when you are creating an order and no matches are found.

1. Select ‘+Add New’.

Screenshot of how to add a new client

The "Add a client' screen displays.

Screenshot of the add a client screen

2. Enter the client details. See the table below for how to complete the fields.

3. Select ‘Submit’ to add the client record and return to the order.

Field	What to enter
Name	Client's first name and last name
Date of birth	Please note: The required format is specific, so please follow these steps to add the client's DOB. Example: Client's DOB is 7 November 1942. Click into the DOB field to bring up the calendar Select the birth date and month in the current year, for example, 7 November 2021 Type over the current year with the client's birth year. That is, change 2021 to 1942 so the DOB now reads 7 November 1942.
NHI	Add client's NHI number, if you have it. Preferred but not mandatory
Client alert	Potential safety risks,such as COVID-19 risk or gang affiliation
Client address	Any delivery instructions such as steep driveway or dog on property
Client phone number	Required. Leave the leading '0' off the number. For example, if the phone number is '021 234 567', enter '21 234 567'
Default phone number	Select a default phone number if the client has two phone numbers. For example, a mobile and a landline. Please note: If there is more than one number and a default number is not ticked, then neither phone number displays.

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