Creating client types

You can add client types to the services library so that providers can choose the types of individuals that are eligible for their resources.

About this task

Adding a client type makes it available to providers to select when creating resource groups and for care teams to filter by when they search for services with available resources.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Planning > Services, then select the Resources tab.
  3. From the Actions menu of a client type, select New.
    The New Client Type page opens.
  4. Enter a unique name.
  5. Click Save.