Table of Contents
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Overview
Clients are the people that you provide services to. Before you add clients to services you should have decided on your Security and Permissions model, and have added services to you site.
Clients are added from the Client Portal using the "Add Client" button that launches a wizard (form chain) which will lead you through the steps to add a client. The "Add Client" button is available to users who are in the Role Site Administrators. It is possible to permit additional roles to be able to add new clients, but it should be limited to those who play an administrative role. The managers role is an idea candidate for a role to use. It already has role permissions set to include add new client, add to service and exit from service.
The forms that are included in the Add Client Wizard may not contain all the fields that your agency needs. It is possible to add additional fields and to rename the existing fields once you are familiar with form management.
Clients are active in services when the Service History record for a service contains a Start Date, and the Exit Date is empty.
Clients are waitlisted for a service when Referral Date is entered, and both the Start Date and the Exit Date are empty.
Clients have exited a service or the waitlist for a service, when the Exit Date is not empty.