OVERVIEW

This article shows users the different areas where new Client USER ACCOUNTS can be created.

Clients represent the individuals that specialists are assessing/writing a report for. All REPORTING SERVICES require a Client to be added into a case.

By containing Clients as USER ACCOUNTS:

• Clients can be reused for future cases (avoiding double-entries)
• Users can analyse the history of bookings made for the Client

CONTENTS

• CREATE A CLIENT FROM USER ACCOUNTS
• CREATE A CLIENT FROM WITHIN A REPORTING SERVICE CASE

CREATE A CLIENT FROM USER ACCOUNTS

1. Go to the sidebar menu and select USER ACCOUNTS → Clients.
2. Click Add New Client.
3. A new Create Client window is opened. Enter profile information, where required. 
4. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

CREATE A CLIENT FROM WITHIN A REPORTING SERVICE CASE

1. Open or Create a CASE MANAGEMENT/REPORTING SERVICES case.
2. Go to section Client Details.
3. Next to field Client, hover over Add/Edit and select Add Client.
4. A new Create Client window opens. Enter profile information, where required. 
5. Once all mandatory fields have been entered, at the bottom of the tab, select Save.

Notes/Tips

1. Each Kawaconn case contains a navigation menu to quickly go to the corresponding case section desired. The menu is collapsible and located in the top-right area of the case. Click Navigator to expand and view/access the list of case sections.
2. Whilst being newly created, only tab General Information is editable. After creation, all other sections are accessible.