To add a client:
-
Access Clients Section
→ Go to Main Menu
→ Select "Clients" -
Initiate Client Creation
→ Click "Add Client" -
Complete Information
Fill critical fields including:
✓ Full Name (First/Last)*
✓ Contact Information*
✓ Date of Birth
✓ Primary Organization/Payer -
Finalize Creation
→ Click "Add & Continue"
→ MUST CLICK "Save" to complete process
Document Tutorial: https://www.readysetconnect.com/getstarted/set-up-clients.pdf
Video Tutorial: https://youtu.be/RZEv86fh-50