Now that you’ve created a new case in OpenFIT the next step is to add a client to the case.
For Step by Step instructions see below:
Click Next to go to the Add Clients screen.
ADD A NEW CLIENT
To create a new client click on the + sign under the ‘New Client’ label and the fields.
Client Record Number
As with creating a new case you are first asked to create a ‘Client Number’. This is the reference number that your agency assigns to this new client. Generally it will be on the paperwork you have for this client or in your case/client record system. You can also use the Case Number here if you don’t have a specific client number.
First and Last Name
Next enter the First and Last name of the Client. If you prefer, you can enter “Anonymous” and use the Client Record Number as a reference to link the Client back to your main record system.
Date of Birth
The Date of Birth is used later on to determine the correct Survey to use and for certain algorithms used in the system.
Note: If you are choosing that your clients remain anonymous in the OpenFIT system, make sure you put in a correct date of birth so that when you are creating reports later that identifies clients as adults or children they are accurate.
Tags
Tags are words that are associated with a Case. They can be used for example to link Cases to a type of service e.g. ‘Addiction’ or to a specific clinic or area e.g. ‘Outreach’. They can then be used to filter Cases and Clients on the Case and Client List Screen and can also be used in the reporting component of OpenFIT.
To add a tag to a client select a tag from the Tag drop down menu. If the menu does not contain the tag you require then you can request the Administrator for your OpenFIT account to create additional Tags.
For this Getting Started Section you are not adding a collateral rater so click Save and Exit to return to the Case and Client List screen.
You will now use the Survey Option to add a Session to the Case and collect an ORS survey.
Add an existing Client
You can add an existing client who is already in the OpenFIT system to the case. Sometimes a client that has been discharged from your service may return or it was a long time since you last saw the client or a new clinician will see the client. In these circumstances you may want to create a new case but use the existing client details.
You can select this existing client from the drop down menu.
When you have completed this screen please click Next to go to the Add Collateral Rater screen. If you are not adding a collateral rater click Next again to go to the Add Clinician screen or Save and Exit to return to the Case and Client List screen. Click Previous to return to the previous screen or Cancel to exit the screen without saving.