How can I add client care resources to a client profile

This article will explain a quick and simple way to add client care resources to a client profile.

To select a client, access the Engagement menu item and go to the
People section.

• Select Clients.

The list of Clients will open.

• Select the client by clicking on their** ID**.
• This will open the Client Profile.
• Select the** Care Resources** tab.

• Click Edit.

• In the Providerspanel in the Care Resources tab, you can enter either an Organizational provider or an Account (Individual) provider.

  • Click on the + sign to add an Organizational provider from the list of existing Organizations.

  • Click on the
    button to add an Account provider from the list of existing accounts.

  • Click on the N to add a New Account provider (this will add the account to the Providers panel and will also create an account for them).

• Choose either the Organization or the Account and click Save.

• Repeat as needed.
• Once the Organization or Account provider is selected, choose their Role from the drop down list of available roles.

• Fill in additional information in the free text fields below the provider name, if desired.

• Click Save, to save the updates made to the Client profile.