How to create a client

How to create a client

When do you add a client

A client is to be added when you need their information on the system for future service planning or history archive, e.g. when you source a new lead, transfer a client's information from paper documents to CareVision platform, etc.

Required information for client profile creation

Basic Information

  1. First name - name of the client, make searches easy
  2. Middle name - name of the client, make searches easy
  3. Last name - name of the client, make searches easy
  4. Nick name - nickname of the client, make searches easy
  5. Gender - can be male, female, Other, or Prefer not to Say
  6. Country of birth - country the client was born in
  7. Language - the language the client speaks
  8. Phone number - phone number of client that you can contact
  9. Landline - landline number of client that you can contact
  10. Organisation reference identification - the number of organisation reference numne
  11. Email - email address to receive notifications from CareVision, also including login credential updates
  12. Contact alerts - information about how you should/should not contact the client
  13. Client Status - status of the client, for more information please read Client Status on CareVision Management Portal
  14. Lead source category - category of lead source, from employee advocacy, social media, website, referrals, landing page, or custom category added by your organisation
  15. Medium - mediums in the lead source category you have selected, for example, in the Social Media caategory, there's Instagram and LinkedIn
  16. Departments - department(s) the client is in
  17. Region - region the client is in
The basic information filled will be displayed in the Detailed Profile section on the client's profile.


Conversation note

This is a multi-line text area for admins to add details of the conversation with the person so far to become a client.

Next steps

This is a multi-select options area for adminstors select all of the items that apply or add a custom action. The actions might include:
  1. Conduct intake qualification call
  2. Book sales meeting
  3. Complete intake requirements
  4. Signed customer contract
  5. Signed consent forms

Below is an example of a client's profile. The 2 actions, Signed Consent Forms and Signed Customer Contract, appear under the customer's profile picture with the actions' date of creation and due date.


How to add a client on CareVision Management Portal

You can add a client on either Client List page or from Quick Actions Bar

Adding a client on Client List page

1. Navigate to People -> Clients


2. On the top-right side of the screen, click on the button Create New Client.


3. On the Create Client window, fill in all the required information.


4. Add a conversation note if needed.


5. Select or add the actions applied.


6. Click on either of the 2 buttons below. The Save button only complete saving of the client profile, while Save & View will navigate you to the new client's profile after creation.


After successfully creating a client, you can see a notification on the top-right side of the screen.


Adding a client from Quick Actions Bar

1. Click on the + button in the bottom-right corner of the screen.


2. Choose Create a New Client from the list of quick actions.


3. Follow the steps 3-6 from the previous section.

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