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New: A simpler way to add a client

Adding a client now takes two short steps. Similar names are flagged as you type, Next takes you to anything missing, and you can book their first appointment straight away.

Adding a client now uses a new, simpler form for every practice. It takes two short steps: the client's details first, then their care team and what to send them.

Watch the walkthrough below, or keep reading for the details.

Video: a simpler way to add a client

▶ Watch the new client video (1 min)

Where to find it

Click Add New Client in the sidebar. The same form also opens from the booking form, the Send assessment client picker, the check-in list and a referral's Create New Profile.

The Add New Client button at the top of the Clients sidebar

Step 1: the client's details

Details are grouped into sections you can open and close: Core info, Profile details, Address, Emergency contact and Medicare.

Step 1 of the new form, with the Core info section open and Profile details below

Similar names are flagged as you type

While you type a name, the form checks for clients with a similar name.

  • Admins and receptionists see who they are and can click Open to go to their profile.

  • Practitioners see a note to check with their admin.

Typing Jordan Lee shows a warning that someone with a similar name already exists, with an Open link to their profile

Create quick record

Need a client on file fast? Create quick record adds a record-only profile with just the client's name. The rest can be filled in later.

The Create quick record button at the bottom of the Core info section

Next takes you to the first missing field

If something required is missing, Next and Create take you straight to the first missing field and show what's needed.

After clicking Next, the mobile number and email fields are highlighted in red with what needs fixing

Pick a suggested address

In the Address section, start typing and pick a suggestion to fill in the suburb, state, postcode and country.

Typing 200 Collins in Address line 1 shows a list of suggested addresses

Step 2: care team and what to send

Step 2 brings together everything about the client's care and onboarding:

  • Pick their practitioner and group.

  • Choose the forms, consent and assessments to send. Click More to search the full library.

  • Set when the signup invite goes out: now, tomorrow morning, tomorrow afternoon or a custom schedule.

  • Add an internal note that only your team can see.

Step 2 with a practitioner chosen, two assessments selected and the Send when options open

A summary bar at the bottom shows what you're about to create, including how many forms, consent forms and assessments will be sent. Click Create client when you're ready.

The summary bar showing the client's status, name, date of birth, profile type and 2 assessments, next to Create client

After creating

You'll see the client's onboarding link and QR code, ready to copy or share. From here you can book their first appointment straight away, or click Create another new client.

The client created screen with the onboarding link, QR code and Schedule an appointment button

Prefer the old form?

Click Revert to classic at the top of the new form. Try new view brings you back.

The Revert to classic button at the top of the new form

Good to know

  • Revert to classic lasts until the page is refreshed, you sign in again or you open a new tab. The new form then opens again.

  • Clicking outside the form closes it and keeps what you typed. Cancel clears it. Escape doesn't close the form.

  • Only admins and receptionists can add the client to a group from the form.

  • A Medicare card that can't be verified is still saved, with a warning.

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