Instructions to Add a Client

Until EHR integration, Clients’ Personal Details, Health Details, and Collateral Contacts can be manually added 
 to the VCP by the Local Admin or Program Assistant from the Web Application. 

Step 1: Click the Add Client button at the top right side of the Clients page. 

Step 2: Enter the client's personal details

• Name
• Contact Information
• Demographics
• Suicide Risk
• Assigned Team
• Medicaid Number
• EMR MRN
• Photo
• AOT indicator
• Referral Source
• Date of Admission

Step 3: Click the Add Client button at the bottom of the page to create the client

• User is navigated to the Health Details page of that client

Step 4: Add Health Details

• Add Primary Diagnosis
• Add Secondary Diagnosis
• Add Trigger(s) > Recurring or Non-recurring
  • If Recurring Trigger, user has the option to choose to set notification for trigger alert 
• Add Medication(s) > Injectable or Non-Injectable
• Add Allergies
• Add De-Escalation Techniques

Step 5: Add Collateral Contacts

• Only patient-consented individuals may be added here

Click here to watch a video tutorial.