Creating A Customer
Step 1- Click on New Customer in Home Screen
A - Click on New Customer
Step 2 - Enter Required Customer Information
A – Enter First and Last Name
B - Enter the Address
Enter the street address, city and state OR zip code. Once entered click the magnifying glass icon to geocode the address.
C – Use the drop down list to pick the Space Type.
D – Use the drop down list to pick the Funding Source.
E- Click the radio button for gender.
Step 3 – Non-required information
A – Client code is a unique ID associated with the customer. Generally a Medicaid or Broker ID
B – Private Comment is where to enter comments that schedulers and dispatchers might need.
C – Comment is where to enter comments that the driver might need.
D - Enter Telephone Numbers Here
E - Date of Birth
Step 4 – Save the new client by clicking the blue disk next to the new customer icon.
A - Click the Save Button to Save the Customer
Once you save the customer, the trip entry panels will show on your screen.
