Users can create a Client from the Institution card.

Note:

If a user adds a Client from the Institution card, then the system automatically connects the Institution with a new Client.

To create a new Client:

1. Go to the HCO's system section.

2. Open the Institution card and go to the Staff tab.

3. Click the New HCP button.

4. Fill in the HCP card and click the Save button.

As a result, added client appears in the Staff tab.