Creating a new client case

This article will walk you through how to add a new client to your HRS system and add a referral case to this client.

TABLE OF CONTENTS

• Adding a new client
• Adding a case to a client

Adding a new client

You can create a new customer record directly through HRS by:

1. Select 'People' from the side bar menu
2. Click the Green '3 Dots' in the top right
3. Select 'add a new client' 
4. Add in the details requested
5. Click 'Add client'

Did you know: As you are completing the new client information, the system will automatically search for possible current matches. 

Adding a case to a client

To add a case to a client:

1. Select 'People' from the side bar menu
2. Search for the client and open up their file
3. Click on the ‘add new referral case’ icon on the tool bar (If only one case type is set up, it will automatically create a case named ‘Referral’)

1. This will now appear under case history, as an open case
2. Click on the ‘Referral’ tab, to view/amend client tasks within the case
3. Complete and next on the tasks