Client Window
This section describes the fields in the client window. The client window allows the user to add new clients and to edit existing ones.
Opening the Client Window
The client window is opened when the user wants to add a new client or edit an existing one. There are various ways the user can open the window.
When adding a client:
By clicking the NEW CLIENT button in the Top Margin of the application
By clicking the plus icon in the tool bar within the Clients tab
By selecting Add New in the CLIENT MENU within the Clients tab
When editing a client first highlight the client in the Clients tab, then:
By clicking the pencil icon in the tool bar within the Clients tab
By selecting Edit in the CLIENT MENU within the Clients tab
By double-clicking the client in the clients list
The client window has 3 tabs:
General Tab
Field |
Description |
Notes |
First Name |
The first name of the client |
Merge field ^^mainname^^ and ^^name^^ |
Last Name |
The last/surname of the client |
|
Date of Birth |
The client's birth date |
|
Mobile Phone |
The mobile phone number for appointment reminder messages |
Used by the system for reminders |
Email Address |
The email address for appointment reminder emails |
Used by the system for reminders |
Landline |
Landline phone number |
|
Address |
5 lines of address details |
|
NHS Number |
Client's NHS number |
|
Any known medical condition |
Note field on any medical conditions |
|
Gender |
Gender of the client - user ticks appropriate box |
|
Shared Contact |
Client record accessible by current user only or all on account |
If ticked this client record is accessible to other users on the same DiaryBook account. If not ticked only this user, and administrative users, can access the client record. Never can records be accessed outside of the user's account. |
Parent/Guardian First Name |
The first name of the parent or guardian |
|
Parent/Guardian Last Name |
The last name of the parent or guardian |
|
Parent/Guardian Mobile |
The mobile phone number of the parent or guardian |
|
Parent/Guardian Landline |
The landline of the parent or guardian |
|
Carer/Next Of Kin First Name |
The first name of the carer or next of kin |
|
Carer/Next Of Kin Last Name |
The last name of the carer or next of kin |
|
Carer/Next Of Kin Mobile |
The mobile phone number of the carer or next of kin |
|
Carer/Next Of Kin Landline |
The landline of the carer or next of kin |
Notes Tab
The user can enter free text here to record notes specific to the client.
Groups Tab
Groups are a way of organising clients. The groups tab will list all client groups set up on the account. Any groups that the client belongs to will be ticked. The user can tick and untick groups to add and/or remove the client from those groups.
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