How to add a client record when you are creating an order and no matches are found.
1. Select ‘+Add New’.
The "Add a client' screen displays.
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.
|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.