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How to Add a New Client
How to Add a New Client
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

When a new client submits a registration form through a licence holder's website or a medical document through AmpleCare, this generates a new Client Profile in the Clients module. However, the licence holder's Customer Service Representatives–or CSRs–can manually add new clients.

Required permission(s): client_read, client_create

  1. Open the Clients module and click New. This opens the Create Client modal.

  2. Enter information about the new client in the fields provided. Mandatory fields are marked with asterisks.

  3. Click Create to add the new client. This creates a new Client Profile and assigns a unique 16-digit ID number to the client.

Adding a new client is the first step in the Client Registration Process.

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