Create a Client

This article demonstrates how to create an individual client record.

Clients are created for an agency to allow the capture of demographics and individual assessments.


Step 1. Log into your Community CI system.

The welcome page will be displayed.

Home Page


Step 2. Click on the Clients link.



Step 3. Click the Create Client button

Create Client


Step 4. Enter the required client details

Create Client Details page


Step 5. When all information is entered, click the Create button

New client record


The client record is created with an inactive status.

Inactive Client


Step 6. When required, click the Activate button to activate the client

Activate client


The client is activated successfully

Active Client Record


Duplicate records

If the new client record has the same name, postcode and date of birth as another record, a duplicate error message will be displayed when you attempt to save the record.

Duplicate Record

You may choose to Cancel Creation or the record or Ignore and Create Duplicate.

If the unique identifier field is used you will only receive duplicate errors if the Unique Identifier matches.


Further Information

Updated on August 15, 2018

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