Add one or more Client Profiles to the Individual Provider record

Use the following steps to add one or more existing Client Profiles to the Individual Provider record ( the record in turn will also be listed under the Individual Providers tab within the client's profile )

1.           Click Resources in the menu, then click Individual Providers.

2.           The Individual Providers screen displays. Click on the Provider record where you wish to add one or more clients.

3.      The View Provider record screen displays

4. To view and add clients to the Individual Provider record, the click Client menu option in the left

5. The clients table will load. To add clients to this record, click Add New + 

6. Once the required clients have been selected use the Save or Save & New to finish the process 

Please note: The Individual Provider record will now also display under the Individual Provider menu from the Client's Profile

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