Once the staff have been added (or at least some key staff), then the clients are the next priority. Here are the tutorials that will help you get started with this:
At this point, the staff and clients are loaded. The next phase depends on your priorities and which services you will be using at the outset. You may want to skip over some of the following steps to focus on what is most important to you initially.
Goals. Entering the goals for each client is done on the Client Information screen:
Non-Medical Transportation. There are two methods to setup Non-Medical Transportation. If the transportation is very consistent and predictable where you pick up a group of clients on a regular basis and drop them off at the same location, then 'Transport Routes' is used for this: