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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