Client Profile
Create a Client Profile with just the required information to get a participant started in the system.
- Login with your credentials.
- Click the Client menu option.
- Click the Profiles menu option.
- Click the Add button on the Client screen
- Client Type: defaults to Participant and is read-only.
- Enter First name: required field, it must be filled in.
- Enter Last name: required field, it must be filled in.
- Click Save.
Collecting Participant Profile Details
- Client Type: Read-only required field that is auto filled by system. It defaults to participant or family member depending where the individual is added in the application.
- Social Security No.: SSN number for the individual. Optional field, uniquely identifies the individual, used to perform duplicate checks if available.
- First Name: First name of the participant.
- Middle Name: Middle name of the participant.
- Last Name: Last name of the participant.
- Email Address: Email id of the participant. It is unique.
- Gender: Gender of the participant. The values in drop-down are not available for editing at this moment. See LookList Values for details.
- Date of Birth: is for capturing the participant's date of birth.
- Mobile Number: an optional field that is the phone number of the participant.
- Alternate Number: an optional field for an additional phone number of the participant.