Once you get access to OneTouch Health - it's time to start uploading your clients and care worker. Adding new care workers is covered in a separate article. Here we'll cover how to add a new client to the system. Follow the instructions below to create a new client.
Step by Step guide on how to Add a New Service User
To add a new "Service User" / "Client" please follow the steps below:
- Select 'Service Users' on the menu on the left hand side of the Main Dashboard.
- Then select 'Add Service User'
- Fill out the necessary User details listed on the screen.
- There are a number of mandatory fields in this section - First Name, Last Name, Contact Number, Start Date, Address, Town and Area.
- Once all of the information has been filled out select the "Save info" button.
- Having created a client, there are still some pending actions to finalise. Click here to learn about completion of client setup.
- Once the New Client has been created the User profile will appear with a list of 'Actions Required' listed at the top (assuming the client has been set to go into Pending status by default). The actions vary from contract signed, medical report, assign key holder to home Assessment. Each action will have a option beside it - Pending, Sent, Completed, Not Required, Comments.