Skip to main content

Add a form to a client record

Steps to add a form to a client record in Client Manager.

Written by Billy Dilks

Adding a form to a client record allows care teams to document assessments, updates, and important information, keeping client profiles accurate and up to date.

  1. Log in to the HAS Portal: Access Group UK | Login Page and open Client Manager.

  2. Click Client on the left side below the dashboard.

  3. Select the client you need to add the form to.

  4. Click the Forms tab, then click Add New Form.

  5. Select the form you need and click Next.

  6. On the Summary screen, click Complete.

The form is now assigned to the client record.

Did this answer your question?