This page guides you through the creation and the management of existing Client records.
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A Client record within the Brevity can be created in one of three ways. The first approach is converting the quote (lead) to a client, (refer to the topic on converting the the quote/wiki/spaces/BUG2/pages/1317339703) after conversion you will need to specify mandatory information and save those details. The remaining two approach as outlined within this topic include importing the client records from a csv file or creating a new record by selecting the 
New button on the Client List page within the browser.
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Select the Clients>clients sub menu to open the Client list page into the browser.
Select the
New button to open a blank New Client Record within the Browser.
Within the Title field select from the drop down list an appropriate title that the participant will be identified by.
Within the Last Name field, input the surname of the participant.
Within the First Name field, input the given name of the participant.
Within the Gender field, select from the drop down list the relevant gender, that the participants identifies themselves with.
If a gender other than Male or Female is not listed speak with the Brevity System Administrator to have the clients gender added into the list of values.
Although optional, within the Preferred C/W Gender select from the drop down list the preferred gender, that the participants identifies themselves with.
If the preferred gender other than Male or Female is not listed speak with the Brevity System Administrator to have the clients preferred gender added into the list of values.
Within the NDIS number field, input the participants NDIS number.
With the Branch field either accept the default branch value listed or clear the field and select an alternate branch that will be delivering the clients support and services.
Within the Date of Birth field specify the date the client was born. The date can be specified as free text or by using the calendar picker.
Within the Country field, select from the drop down list the clients country of birth.
If you find that the required country is not listed then a new country code can be added by selecting :+: icon located at the bottom right of the list to open the New country Record page, as shown below. Input the country name, under the country details panel and save the record. Close the record and refresh the value list.
Within the family status field, select from the drop down list the clients status.
Within the Religion field, select from the drop down list the clients religious affiliation.
If you find that the required religion is not listed then a new religion code can be added by selecting :+: icon located at the bottom right of the list to open the New religion Record page, as shown below. Input the religion , under the religion details panel and save the record. Close the record and refresh the value list.
Within the Condition field, select from the drop down list an appropriate condition.
If the applicable condition is not listed speak with the Brevity System Administrator to have the clients condition added into the list of values.
Within the Care Notes field input a detailed narrative of information in relation to the provision and approach to be taken for the various domains of care for the clients condition.
Within the Care Notes (Client Provided) field input a detailed narrative of information as provided by the client, related with for example care needs and preferences.
Within the Language spoken field, select from the drop down list the preferred language spoken by the participant.
If you find that the required language is not listed then a new language code can be added by selecting :+: icon located at the bottom right of the list to open the New language Record page, as shown below. Input the language and code, under the language details panel and save the record. Close the record and refresh the value list.
Within the Entry Date field specify the date the client that the client came onto service with the organisation. The date can be specified as free text or by using the calendar picker.
Under the Address panel of the contact details there are a number of fields that will require input, they include the Address 1, suburb, state and postcode fields. Ensure that data is input into these fields.
Under the Contact panel of the contact details there are a number of fields for registering phone and email contact details, they include the Email, Home Phone, Mobile Phone and Work Phone fields. This is data optional .
Under the Medicare panel, input the clients medicare number and expiry date of their medicare card, this is data optional.
Under the Centerlink / DVA panel input the clients DVA or Human Services reference number, this is data optional.
Input any additional data that is deemed as mandatory by the organisation and denoted with the *.
Once done select the save button to create the Client record.
Click on the close button to exit from the page.
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