Form:Client

Type the name of the client you are searching for in the text box and click the  'Create or edit'  button. If there is not a match to your search, the button will open a new client form.

When saving a new client: The Client Name field and SSN field must be filled out to save this record. The record will be named with the  'Client Name: SSN' .

= Client = 

= Cases =

= Notes =

= Tasks =

= Providers =

= Documents =

= Payment =