To create a new client, do the following:

1. Go to the HCP's section in the Proxima CRM system.
2. Click the New HCP button.

3. Fill in the New HCP card:

• Last name - mandatory field. Add the client's last name.
• First name - mandatory field. Add the client's first name.
• Middle name - client's middle name. Optional field.
• Work place - mandatory field. Click on the field and select the institution from the list. The list displays active institutions from the HCO section. If you can't find the institution, then check the archive list or add the new institution (go to the HCO's section and add an Institution to the list).

• Select the HCP type from the list. Optional field.
• Main specialization - mandatory field. Select the client specialization from the list.
• Job title - optional field. Select the client's job title from the list.
• Birthdate - optional field. Select the client's birthday from the calendar.

• Category - optional field. Select the client's category from the list. 

4. Fill in the client's contacts. These are optional fields. Add main and additional phone numbers, a phone number, and a consent form.

5. Archive section - do not use it if you create this client. The archive section is used to delete the client from the active database.

6. Additional information section - optional fields. You can add additional workplaces if the client works in multiple locations and has an additional role (specialization).

7. HCO&HCO connection - optional field. Select administrative and social client connections.

8. Click the Save button to save changes.