When you begin providing care to someone, you'll first need to create their client profile in Careswitch. The client profile stores their information and becomes the starting point for setting up services, policies, scheduling, and other care-related information.
Note: You must have permission to create clients. If you don't see the Create Client button, contact a workspace admin.
Before you start
You'll need the client's:
First Name · Last Name · Address Line 1 · City · State · ZIP Code
These fields are required to create the client.
You can leave the following fields blank and add them later:
Middle Name · Address Line 2 · Email · Phone Number · Alternate Phone Number · Referral Source Type · Referral Source · Referral Note
Create the client
From the left sidebar, go to Clients.
Click Create Client in the top-right corner.
Enter the client's information. Make sure all required fields are completed: First Name · Last Name · Address Line 1 · City · State · ZIP Code
Click Create Client.
If the address is verified successfully, the client will be created and you'll be taken to their Profile tab.
If the address can't be verified
Careswitch checks the client's address when you submit the form. Most addresses will be verified automatically, but you may see an address confirmation window if Careswitch can't find an exact match.
This can happen when:
Careswitch finds a similar address and suggests a correction.
Information is missing, such as an apartment or unit number.
The address can't be located on the map, which can happen with rural routes or PO boxes.
When the confirmation window appears, review the suggested address and choose the option that best matches the client's actual address:
Accept the suggested address if it is correct.
Edit the address if information is missing or incorrect, then try again.
Continue with the address you entered if it is correct, such as when you're entering a valid PO box.
Click Back if you need to stop and review the information before continuing.
Tip: Use the client's actual address. Don't accept a suggested address simply because it looks similar if it doesn't accurately represent the client's location.
Add a client's photo
The Create Client form does not include a photo field. After you've created the client, you can add a photo from their profile by clicking the client's avatar.
🔗 Related article: Managing Client Profiles — Learn how to navigate a client profile and manage client information.
Adding or Updating Client Information
Once you've created the client, you can add more information to their client profile.
Navigate to the Client's Profile.
Click Edit next to the section where you want to add or update information.
Enter the desired information, then click Save.
🔗 Related article: Navigating Client Profiles — Learn how to navigate a client profile and manage client information.
What's next?
Once you've created the client, you can continue setting up their profile and care.
Common next steps include:
Set up services and policies.
Add connections, such as caregivers or family members.
Set up guest access for family members or other outside contacts.
Configure self-pay billing, if the client pays for their own care.
Begin scheduling their care.
🔗 Related article: Adding a Service
🔗 Related article: Managing Client Connections & Guest Access
🔗 Related article: Setting Up a Client or Contact as a Payer
Frequently asked questions
Can I create a client without their phone number or email address?
Yes. Both are optional. You can create the client without them and add them later from Profile → Basic Information → Edit.
Why is Careswitch asking me to confirm the client's address?
Careswitch couldn't match the address you entered exactly. Review the suggested address and either accept it, edit your address and try again, or continue with the address you entered if it is correct.
Can I use a PO box as the client's address?
If the PO box is the correct address you need to enter, you can continue with the address you entered when Careswitch asks you to confirm it.
Keep in mind that the client's address is also used to establish their location for geofencing, so make sure the address accurately represents the client's care location when applicable.
Why don't I see the Create Client button?
Your role may not have permission to create clients. Contact a workspace admin if you need access.