Add a Client and Their Care Plan
A client record holds everything your office and caregivers need to know. Start with the basics so you can schedule them, and complete the full care file when you have the details.
Video coming soon
What you’ll learn
- Add a client with just their name and contact details
- Know what goes in the full care file
- Set the bill rate their shifts start from
Step by step
Open Add a client
Choose Clients in the left menu, then Add client. The sheet opens on Basic.
Enter the basics
First and last name are the only required fields. Add their phone numbers, email and home address so caregivers know where care happens. If someone with the same name is already on file, Hailo tells you before you add them.
Open the full care file
Choose Add care plan, health, contacts and more to open Advanced. Its sections cover home, family contacts (the first one is their emergency contact), health, care plan, preferred schedule, caregiver matching, home environment, billing and office notes.
Set their bill rate
In Billing, choose the payer type and enter their bill rate per hour. It becomes the rate their shifts start from, and you can change it later on their Billing tab.
Add the client
Choose Add client. The preview on the right of Advanced shows what they still need before their first shift.
