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Create a new service user profile

In this article, we guide you through the process of adding a new service user to the system.

Donna Parker avatar
Written by Donna Parker
Updated over 3 months ago

You can record your service users in the system with their own profile, giving you a single place to keep all their key information.

πŸ“Œ Note: If you don't have permissions, contact your administrator to discuss your permission levels.

To get started, follow these simple steps.

  1. From the left menu, click People.

  2. Click Service User. This may show as Resident or Client, depending on your own system settings.

  3. Select the location from the drop-down box.

  4. Fill in the details for the service user.

    • Enter the Room number.

    • Enter the Date of birth.

    • Enter the First name.

    • Enter the Last name.

    • Enter the Date began to use the service.

    • Select the Gender.

    • Enter a Unique ID for the service user. This must be unique in the whole system, not just the location you are entering against.

  5. Click Save to create the record. This service user then appears on the right-hand side of the screen.

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