From the Main Ribbon > Clients tab > select Add. The Client Information window will automatically open to the General folder.
General Folder
The General folder in the Client Information record contains important demographic and personal information, as well as Reference Numbers used for client identification.
When you open the record for an existing client or add a new client to the system, the General folder will always open first. To transcribe the required information form an HSO to Procura, follow the steps below:
1. Last Name and First Name are required for every client in the system – once entered, the name will appear in the blue banner.
2. Middle name (if available), write out the entire name, rather than just an initial.
3. Alias. Use if the client has a preferred name.
4. Gender
5. Date of Birth
6. Area – you can choose from several pre-defined areas in your HS site. This field will help Schedulers filter clients by their area for easier matching.
7. Include at least a Home phone number for every client in the system.
8. Reference Numbers. Reference numbers are enabled AFTER you have added the Department. Once you have added the Department, go back to the General folder and fill in that section. These values are taken from the HSO.