Note: Depending on the preferences set for your account, the terminology for 'clients' used in your service's Care Office may differ from the instructions below. Instead of 'Client' you may see 'Residents', 'Service Users (SU), 'Tenants', 'Supported Persons (SP) or 'Customers'. Despite this, the steps to follow to add a new client are all the same.
Step 1: Click the 'Add a Client' button
There is two ways how you can start the process of adding a new client:
On the Care Office home screen
Simply click that 'Add a Client' button underneath the 'Client' section on the Care Office home screen (the first page you see when logging into the Care Office).
On the 'Clients' tab
Alternatively you can click on 'Clients' in the top menu to see a full list of your clients and their profiles. The 'Add a Client' button is on the right-hand side.
Step 2: Select 'Active' as their status
You will be asked to set the status of the client you want to add. When adding a real client, please select 'Active'; otherwise choose 'Dummy Profile' to add a fake profile for practicing purposes.
Note: Adding an active client will affect your bill.
Step 3: Fill out their information and click 'Add'
Step 4: Start adding additional details to your new client's profile
Your client is now visible in the clients list and your team using the Carer App can now start recording the care they provide.
Next step would be to give each Client a profile picture
If you want to add more information, you can do this from the client profile where you can add more information for them. Fill in whichever rows are helpful to identify where they live e.g. Room 4. You should leave non-relevant ones blank.