Although inputting Health Card information is a mandatory field when creating your client's profile, we understand that not all client's may have a Health Card. For any client's you are adding to the system that do not have a Health Card, please follow the steps below:
1. Click Clients.
2. Click New Client.
3. Identify who will be signing the consent (Client or Substitute Decision Maker) .
4. On the following page, fill out the Client's Personal Information as usual. When you get to the Health Card Jurisdiction tab, open the drop-down list and select Other from the options provided.
5. In the Health Card Number text box, write "N/A" to indicate there is no number to provide.
6. Continue filling out the rest of the Personal Information and click Next. You will be able to finish client registration as normal.
Good job! You now know how to add a client without a health card!
If you have questions or feedback, please feel free to reach out to our Customer Support Team at [email protected]