Create a Client as a Client Administrator

1. Enter the Manage Clients section from the side navigation bar

Go to the Manage Clients Page from the Side Navigation Bar,

1.1. Alternatively you may enter the Clients page from the top navigation bar

Go to the Manage Clients Page from the Top Navigation Bar

2. Click on Create a Client

Create a Client

2.1. Enter Client Details

  1. Following a Client Configuration Worksheet or workflow; confirm and set the Parent Client
  2. Check mark boxes to allow Patients or Providers to access this client
  3. Create an appropriate sub client name
  4. Future client configuration settings will be done by developer request
Create a Client (cont.)

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