Description: In this topic you will learn how to create a new client profile, view client profiles and make edits and deactivate client profiles.
*Please note: Client profiles added can not be deleted but the status may be changed to inactive when making edits in the form wizard.
Role Required: Superuser
Permission Required: Client Admin
Create Client
- Log in to your personal profile
- Select Home from the main menu
- Select Clients from the submenu
- Select the Actions button
- Select Add New Client from the actions dropdown
- The Add New Client form wizard will open up
- Fill out the form wizard, by completing each of the following tabs. Select next to navigate to the next tab.
- Basic Demographics
- Client Information
- EVV Location
- Authentication Information
- Last the form wizard will display the Review Summary
- If changes need to be made select the back button or the tab the information was entered on
- Select the Save button to add the new client
- Select Yes in the confirmation alert window
*Please note: If the client login is enabled in the client profile, DCI will send a system generated email (sender email address is: support@dcisoftware.com) to the client email address listed. This email must be validated.
View or Edit or Deactivate Client Profile
- Log in to your personal profile
- Select Home from the main menu
- Select Clients from the submenu
- Search for the client by using the filters and select Search
- The search results will be displayed below the search box, select the client row by clicking any where in the row
- The Client Details page will open up and you can view all details
- Select the Actions button
- Select Edit Client from the Actions dropdown
- View and make edits in the Edit Client form wizard
- To deactivate the client profile, change status to Inactive on the basic demographics tab
- Select Save to save changes
- Select Yes in the confirmation alert window
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