6. Client Registration and Unique Identifier Management

Client Registration Process

1. Go to the Client Management section.
2. Select New Client Registration.
3. Fill in the required fields: Name, Date of Birth, Contact Information, etc.
4. Generate a Unique Identifier (UI) for the client.
5. Save the record to finalize registration.

Assigning a Unique Identifier (UI)

• Each client receives a system-generated UI, which should be recorded on the client’s card.
• The UI allows linking visits across the health system and prevents duplication.

Updating Client Information

• Search for a client using their UI or other identifiers.
• Open the client’s profile and make necessary changes.
• Save the updated information.