Adding a Client to a Case

Now that you’ve created a new case in OpenFIT the next step is to add a client to the case. After you create a new case the next screen you see is the Add Clients screen. In this video you will see how to add a Client to a Case in OpenFIT.


Step by step guide

The first option you have is to add an existing client who is already in the OpenFIT system to the case. The next option beneath that is to add a new client to the case. This allows you to add a new client to the system and is the most common option when you start out using OpenFIT.

Add Existing Client

Existing Client
Case Number is the first detail to add here and this is the reference number that your agency assigns to this new Case. This will generally be on the paperwork you have available for this new case or in the case record details on your client record system. It is important to add a case number here so you can later on easily link the case feedback details that you have in OpenFIT to the case notes you already have for this client. If you do not have a case number we suggest you create a simple case number using the clients initials and the date the case was created.

Add a new Client

To create a new client click on the + sign under the New Client label and the fields below will change from grey to white signalling that you can now enter the new clients details. As with creating a new case you are first asked to create a Client Number. This is the reference number that your agency assigns to this new client. This will generally be on the paperwork you have available for this client or in the client record details on your case/client record system.

Client Record Number
It is important to add a client number here so you can later on easily link the client feedback details that you have in OpenFIT to the client notes you already have for this client. If you do not have a client number we suggest you create a simple client number using the clients initials and the date the client was added to the case. If you have a simple filing system where the client and case no are the same it is fine to use the same number that you used for the case.
First and Last Name
Next you enter some basic information about the Client. If you choose you can leave enter "Anonyous" and use the Client Record Number as a reference to link the Client back to your main record system.
Date of Birth
The Date of Birth is used later on to determine the correct Survey to use and for certain algorithms used in the system.
Tags
To add a tag to a client select a tag from the Tag drop down menu. If the menu does not contain the tag you require then you can request the Administrator for your OpenFIT account to create additional Tags.

When you have completed this screen please click Next to go to the Add Collateral Rater screen. You will see it highlighted Next. If you are not adding a collateral rater click Next again to go to the Add Clinician screen or Save and Exit to return to the Case and Client List screen. Click Previous to return to the previous screen or Cancel to exit the screen without saving.


Editing and Deleting Clients

For instructions on editing and deleting Clients please check the Reference Guide.


Create new Case Add Collateral Rater to a Case