Creating a client in Practice Manager

Article ID

kas-0022

Article Name

Created Date

9th January 2021

Product

IRIS Keytime Practice Manager, IRIS Keytime

Problem

Practice Manager, creating a client

Resolution

Open Practice Manager

If requested, log in as a user

Go to Add > Choose the client type you require, in this example we will use an Individual

Complete the required information

Title, Gender, Forenames and Surname are all required fields

Other pieces of information that should be completed to streamline completing an SA100 are:

Address, Date of Birth, NI Number and UTR

Then press Save

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