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Description: In this topic you , the user will learn how to create a new client profile, view client profiles and make edits and and view, edit, or deactivate client profiles.

*Please note: Client profiles added can not cannot be deleted, but the status may can be changed to inactive when making edits in the form wizard.

Role Required: SuperuserSuper User

Permission Required: Client Admin

Create Client

1. Log in to your personal profile
2. Select Click Home from on the main menu
3. Select Click Clients fromon the submenuSelect the Actions button
4. Click Actions 
5. Select Add New Client from the actionsdropdown
6. The Add New Client form wizard will open up
7. drop-down menu
8. Complete Fill out the form wizard , by completing each of the following tabs. Select next Next to navigate to the next tab.
   1. Basic Demographics
   2. Client Information
   3. EVV Location
   4. Authentication Information
9. Last Lastly, the form wizard will display the Review Summary.
   1. If changes need to be made, select the back Back button or select the tab of the information was entered onto be changed.
10. Click Save Select the Save button to add the new client Select Yes in the confirmation alert windowand click Yes to confirm

*Please note: If the client login is enabled in the client profile on the Authentication Information tab, DCI will send a system-generated email (sender email address is: support@dcisoftware.com) to the client email address listedon the client profile. This email must be validated.

View, Edit, or Deactivate Client Profile

1. Log in to your personal profile
2. Select Click Home from on the main menu
3. Select Click Clients from on the submenu
4. Search for Enter the client by using the filters and select Search
5. The search results will be displayed below the search box, select the client row by clicking any where in the row
6. The Client Details page will open up and you can view all details
7. 's name in the filter and click Search
8. Click anywhere in the client row to open the Client Details page
9. Click Actions Select the Actions button
10. Select Edit Client from the Actions dropdowndrop-down menu
11. View and make edits in the Edit Client form wizard
    1. To deactivate the client profile, change the status to Inactive on the basic demographics tab
12. Select Save to save the changes Select Yes in the confirmation alert windowand Yes to confirm

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