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