You can manually add Clients to WebABA or you can import Clients using the import tool.
When adding a New Client you will enter basic Client Details. You can immediately enter additional Client Details, or come back at a later time to do so.
Add a New Client
- Click Clients tab in primary navigation bar.
- Click + Add New Client button.
- Enter Add New Client Details:
- First and Last Name
- Preferred Name
NOTE: This is the default Organization Location for a client. If the client treatment location is unique to the client then Client Location can be selected from the list when appointments are scheduled. Also see Location vs Place of Service for additional information.
- Click Save Client button. Client Details will open. You can add in additional Client Details now or do so later.
Export Client List Data
- Click the CSV/PDF toggle above the client list to export your client lists.