Add a client

Create a client record with the details carers need, then find everything about them on their profile.

For managers

Steps

1. In the sidebar, open Client Care and choose Clients.
2. Press Add Client.
3. Fill in First Name, Last Name and Date of Birth. These are the only required fields.
4. Add what you know under Personal Information (phone, address, NHS Number) and Emergency Contact.
5. Under Assigned Staff, choose a staff member and press Add. Repeat for each person who supports this client. Then choose a Key Support Worker if you have one.
6. Tick any Required Staff Skills, such as Moving & Handling. The rota warns you if a shift goes to someone without them.
7. Fill in Admission & Discharge (care setting and admission date) and Service & Key Information (funding, DNACPR status, consents, likes and dislikes).
8. Press Save Client. The client's profile opens.

Find your way around a client's profile

The profile has a row of tabs. The ones you will use most are:

• Overview: key details, contacts and admission information.
• Diary: care notes from every staff member.
• Medication: medicines, records and the MAR chart.
• Care Plans and Risk Assessments.
• Health Logs and Body Map.
• MCA & DoLS and Documents.

Watch the guide video: Video 2: Adding and managing a client (2:34)

Videos were recorded in September 2026, so a few screens may look slightly different today.

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