User's Manual

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Adding a Client Case
You will now need to create a new case for your client. Click on New Case.
Within the client case screen you can enter information regarding ICD-9 codes, referral source, family
physician, current medications, employer, insurance company, etc. Check in the drop down menu to see
if the contact has been added previously.
Adding in Family Physician/Specialist/Attorney/Referral Source/Insurance Company/Employer
To enter in a new contact, double click onthe white box. A new window will appear which will allow you to
add in contact information. The contact’s name will appear in the drop-down menu for that particular
contact type. This data will be saved in your database so the information will only have to be entered
once.