How to create a client record when you are creating an order in the MRES App.
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.
Completing client details
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. A screenshot is shown under this table.
Example: Client's DOB is 7 November 1942
|NHI||Client's NHI number if available. Preferred but not mandatory|
|Client alert||Potential safety risks such as COVID-19, gang affiliation|
|Client address||Add client address or addresses. Note anything relevant for deliveries such as steep driveway, dog on property|
|Default address||Select a default address if the client has more than 1 address|
|Client phone number|
Add 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 number if the client has more than 1 phone number, such as a mobile and a landline.
Please note: If the client has 2 or more phone numbers and a default number is not selected, then neither phone number displays on the order.