When setting up a new client for the first time, it's crucial to follow these essential steps:
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Begin by logging into Link2Feed and accessing the Case Management application.
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Before adding a new client, we highly recommend searching for their name to prevent duplicate profiles.
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There are two methods to initiate adding a new client:
- From the Dashboard page, click on the + New Client button.
- Alternatively, navigate to Clients in the left-hand pane, then select Client Search, where you'll find the + New Client button.
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After selecting + New Client, proceed to complete all required information across the tabs that appear. Each tab will change color from blue to green as you fill it out. Required fields will have a blue asterisk next to them.
Please note: If you start creating a new client and fail to complete all numbered tabs within 72 hours, the client's profile will automatically be removed from the system. Users are notified each time they add a new client to remind them of this requirement. An exception is made if the client has signed a consent form, in which case the profile will remain intact.
For a visual guide on creating a client for the first time, watch the brief instructional video provided below. Depending on your organization's setup, you may encounter varying numbers of questions or tabs during this process.
Interested in knowing how to edit a profile once created? Watch the video below: