DESCRIPTION

This article is written with step-by-step Instructions to Create/Add a New Client in the system.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Record Maintenance (ARCLIENT) program 

3. Must add Record Key

4. Choose the required Type, Record Type & Address to Use (right side)

5. Must fill in all BOLD fields (Main Details page)

5. Must fill in all BOLD fields (Other Details page)

6. Click Green Tick ✅️ icon to Save and Clear

NOTE: Once you create a New Client, you will then be able to create a New Matter for the New Client.

Suggestion: Open an Existing Client's Record Maintenance and compare the New Client's record (if similar Type).

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com