Steps to register a client
You can make an instant registration from the client tools menu.
Click Client Tools.
Click Instant Registration.
Fill in the sections with the client's details. Mandatory fields are highlighted in orange.
Click Proceed.
If the client has not been registered previously, click Register New Client, otherwise skip this step.
Click Select.
Connect the client to a programme or service
From here you can click Finished and the record will be completed and you can edit it later. If you're looking to connect the client to a programme or service:
Click Select.
Fill in the details of the referral.
Click Save Data and View Risks.
Click Generate Social Prescription.
Click the intervention name to find more information.
Click Add to Case for the intervention the client is interested in.
To send the email, click Prescribe and Send.