Now that you've added and connected Persons to Organizations, it's time to add a client and learn about the different ways they can connect to other records. We'll also discuss the main difference between Person records and Client records: Clients can come back multiple times for your agency's services, so their records have cases. Let's learn more:
- Clients are added in the same way as the Person and Organizations added in Lesson 1, but the intake form (or add form) initiates a case.
- Cases allow you to record a client's full history with your organization and differentiate programs and services without overwriting important information.
- Most fields are attached to the case table and change as you navigate between cases. Consistent information, like names and demographics, stay the same between cases.
- The Person types we assigned in Lesson 1 come into play when assigning roles, such as Case Manager, to the case.
You've practiced connecting a Person record to a Family record, but likely during your program you'll likely need to connect a family to a child and/or expectant parent. Learn more about these special connections in this video:
- Add additional programs to your case type list as we did in the video. For extra credit, expand to another client type other than Family.
- Explore the side links of the Family cover page. You won't break anything by trying forms and links out.
- Complete the program workflow attached to this guide below. We'll be using it during our next lesson.