Selecting the top level "Clients" main menu option brings up the Client report. It is a good idea to click the Clear button, enter the new client's last name, and click search to verify that the client does not already exist in the system. Click the New button on the Client report to add a new user to the system. Most of the fields for the client document should hopefully be fairly self explanatory, but there are a few fields that require some more explanation. When the Validation field is set to "Partial" most fields on the larger chart items like assessments and service plans are not required. This setting is intended to facilitate an initial mass manual import, so the Validation automatically gets reset to "Complete" whenever a service plan is finalized for the client. The Admit Date is exactly what you think it is. The Last Assess Date is the date of the last assessment for the client, or 1/1/1900 if the client has no assessments. The Last Enc Date is the date of the last encounter for the client, or 1/1/1900 if the client has no encounters. The Discharge Date is not the estimated discharge date, it is the actual discharge date so if the client is not currently discharged the discharge date should be set to 12/31/9999. After filling at least the fields with red labels, click the Save button to save the new client.
Once a new client is successfully saved the first time, the "child" documents below the main client fields are available. These child documents determine who can view the client's chart, and what chart items can be created for the client. There should be at least one item listed for each child section except for "Client Persons" which is optional.