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Adding a client

Add new clients to your system manually or through various import methods.

adding a client

Why Is Accurate Client Intake Essential?​

Adding a client isn't just data entry. It's the foundation for high-quality, continuous care. An accurately created client profile in WithinEHR ensures:

  • Billing Accuracy: Correct insurance and demographic details prevent claim rejections.
  • Safety & Compliance: Timely access to allergies, medications, and emergency contacts.
  • Seamless Care: Immediate record access for every provider involved in the client's treatment journey.

Initiate the Client Profile​

  1. Navigate to the Intake Module: From your WithinEHR dashboard, click on the "Patients" tab, and then select "Add New Patient."
  2. Input Core Demographics: Enter the client's Full Legal Name (as it appears on their insurance card), Date of Birth, and Gender.
  3. Primary Contact: Input the client's preferred Phone Number and Email Address. This is crucial for appointment reminders and secure patient portal communication.
  4. Assign Clinician: The practice assigns a clinician to the client to ensure free communication within the practice and their clients.