Add a New Individual through a Program/Residence Details Page
Applies To Version(s): 3, 3.5 & 3.7
This information outlines the process for adding a new individual to ShareVision through a Program or Residence Details page. This option is only available if you purchased the "Intake New Clients Wizard". If you don't have this wizard you can add a new individual through the Contact Manager.
Click on My Workplaces on the QuickStart Menu.
Click on a Program or Residence name.
Click on Add individual under Information on the QuickStart menu.
To confirm that the contact does not already exist, type the name into the Search box and click Go.
A list of individuals will appear. If the one you're looking for has already been created, click on "add to residence" to add the individual to a residence or program.
If the contact you searched for does not appear, click create a new person. This will launch a New Contact Wizard that will guide you through the steps of the contact creation process.
The wizard will take you through the steps of creating a new record in the People list, and then creating a new profile in the Profiles list. Every individual requires both. All supported individuals will only have one People record. Contacts may have multiple profile types but only one profile for each profile type.