Adding Information and Referral Services to a Client

Users with correct permissions can now add Informations and Referrals to existing Full Clients, from the Client’s Client Services tab.


However, creating these two services from the Intake will still create a duplicate Non-Client record, so this approach is to be avoided, or a Client Merge will be required.

Find a Full Client from Search Clients (or Conflict Check) who has come back to receive Information/Referral service.

Click on the Client ID to open up the Client page, and move onto “Client Services” tab.

Click on New in Client Services.

You can now see that Information and Referral are two of the Service Type options. Select the relevant Service Type, fill in relevant information and Save & Close.

You can now see that Information service has been added to the Client.