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Creating a client in Practice Manager

Article ID
kas-0022
Article Name
Creating a client in Practice Manager
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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