This article describes the main tasks that ClientTrack Users perform that involve collecting data and working directly with Clients through multiple forms and workflows in their solution.

Adding a New Client Record

To begin the Client Intake process:

1. Navigate to the Client Workspace and select Add New Client from your menu. The name of this Menu Option may vary based on your organization's unique configuration.

2. ClientTrack will take you through the Client Intake Workflow step by step. The first step, to ensure data accuracy and prevent redundancy, is to search the database to see if the Client is already in the system. Enter the Name, SSN, and Birth Date of your Client. ClientTrack automatically checks for duplicate clients when you click Next.

3. Once confirmed that this is, in fact, a new Client, you can complete the additional steps in the Intake Workflow process.
4. Select Finish once all necessary information has been entered. You will then be taken to your new Client's dashboard.

Finding an Existing Client Record

Once you have entered a Client into ClientTrack, you can find them again at any time by using the Find Client feature.

To find an existing Client:

1. Navigate to the Client workspace and select Find Client from your menu.

2. Enter the identifying information as outlined in the Find Client form and select Search.

3. Once you've found the client you were searching for, select their Name, and you will be taken to their dashboard.
4. For a quicker search option, you can utilize the Global Search Bar. Type the Client's last name into the search bar and ClientTrack will display the Find Client page.

Editing a Client Record

If the need arises to enter new or updated information about a specific Client, you can do so using the Edit Client feature.

Navigation

Navigate to the Home Workspace and find the Client whose information you need to edit.

Editing Client Information

1. Once you have selected the Client, select the Edit icon to the right of the Client's name.

2. The Client Intake form will allow you to update any necessary information.
3. Select Finish to save the newly edited Client record.