Creating client data types

A client data type defines the exact information that can be recorded and stored in the application and must be defined before the care team can capture client data.

1. Sign in with your administrator credentials.
   Your home page opens.
2. Click Client Data.
   The tabs in the Client Data library contain a list of configurable and non-configurable client data types. Configurable data types are displayed by default.

   Restriction: You cannot modify the client data types that are provided by default with the application.
3. Click New.
4. Enter a name, and a logical name for the client data type.
   Tip: A logical name is a unique name that other configuration components use to identify and reference the client data type. Logical names must start with a lowercase or uppercase English alphabetic character, and can contain only alphabetic characters, numerals, and underscores. No spaces are allowed.
5. From the category list, select the information category in which the client data type belongs: Contact, Demographics, Background, Clinical, or Vitals.
   The Category field governs the category that the data type belongs to and where the data type is displayed to the user.
6. Optionally, in the External System Reference field, enter a unique reference number of up to 20 alphanumeric characters to associate with the client data type that you are creating. When sending a client data type as an API attribute, the external system identifies the client data type by its external system reference.
7. Optionally, select the Include in Share Care Plan check box to include the client data type in the Share Care Plan PDF. The check box is unselected by default.
8. Optionally, enter a description of the client data type.
9. Click Save. The first version of the client data type is automatically created in an In Edit state.