Release Note
A simpler way to add a client
Release date:
Adding a client now uses a new, simpler form for every practice. It opens from Add New Client in the sidebar, and also from the booking form, the Send assessment client picker, the check-in list and a referral's Create New Profile.
Two short steps
Step 1 is the client's details. Step 2 is their care team and what to send them. Details are grouped into sections you can open and close: core info, profile details, address, emergency contact and Medicare.
Fewer duplicates
While you type a name, the form flags clients with a similar name. Admins and receptionists see who they are and can open their profile. Practitioners see a note to check with their admin.
Faster to fill in
Create quick record adds a record-only profile with just the client's name, for when you need it fast. The rest can be filled in later.
Next and Create take you straight to the first missing field.
Start typing an address and pick a suggestion to fill in the rest.
Care team and onboarding in one place
In step 2, pick the practitioner and group, choose the forms, consent and assessments to send, and set when the signup invite goes out. A summary bar shows what you're about to create.
Ready to book
Once the client is created, their onboarding link and QR code are ready to share, and you can book their first appointment straight away.
Prefer the old form?
Click Revert to classic at the top of the new form. Try new view brings you back. Classic lasts until the page is refreshed, you sign in again or you open a new tab.
