How To Add A New Client Record

To add a new client record to the system, perform the following procedure:

 

1.  Access the Client Participation Record form by left-clicking on the Client Records button.

 

2.  Perform a social security number search to make sure client's record is not already in system.

 

 

          3.  Left-click on the Add Record Button to create a blank entry form.    

                                                                                              

 

4.  Enter appropriate client data into system and exit form or left-click on the Refresh Form Data button.

                                                                                                                                                   

           The system will automatically save your entry to the server tables once one of the following
            has occurred:

                                You exit the form

                                          You add another new record

                                You edit another client file

                                          You left-click on the Refresh Form Data button

 

            NOTE:  After entering new data into the system, BEFORE running any reports or listings, left-click on the

                 Refresh Form data button.  This will ensure that the most up-to-date data will appear on your print out.

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