This article will cover adding a new client. Click on the Client Information tab on the left side of the screen.
This screen is tabular, so you will need to click on the tab to open its content. The significant tabs include Basic Information and ID Information(for Medicaid number).
The other tabs have important functions but the Basic Information and Medicaid number are the 'minimum' to get started.
Once you have entered the information for your individual, click '+ Add Client'!
You can always add more information and edit any existing information for your clients. After any modifications to client information, click 'Save Client Changes'.