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Creating a New Client

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Table of Contents

Adding a New Client #

You can add a new client from many areas in YouthCenter. The most direct way is to start in the main menu:

Screenshot of the main lefthand menu of YouthCenter. Main applications are listed in white text on a brown background with an accompanying amber icon: Dashboard, Calendar, Files, Contact Manager, Messages, Misc. Apps, Case Manager. Case Manager is highlighted with a seafoam box graphic. The Case Manager is expanded and showing sub-applications New Client, Search, Current Client. the hand shaped cursor is hovering over + New Client.
  • Select the + icon to the right of Case Manager to expand
  • Select New Client from the expanded navigation menu

If you have a Search Clients widget on your dashboard, you can also use the green + button here. Alternatively, you can use the Search bar that’s anchored in the top menu.

YouthCenter dashboard with two red box graphics, one around the Search clients bar in the top navigation and one around the add-new button in the Search Clients dashboard widget

Search bar:

  • Type in your new client’s name to bring up search results
  • Use the green + button to add them

Any of these paths will lead you to the New Client form.

The Add a New Client Form #

Before adding a new client, the system will attempt to validate whether they match anyone in YouthCenter.

Add a New Client form with fields for First Name, Middle Name, Last Name, Suffix, Date of Birth, Client #, Client Status, and Notes, and a Search / Next button

Enter the required fields (First Name, Last Name, and Date of Birth).

Review the optional fields:

  • Client # will auto-generate a unique, sequential number for your Client. If the client number already exists, select the checkbox and enter the client number in the text box to the right.
  • Client Status drop-down indicates the client’s current status within the system. Your administrators can customize these options.
  • Notes text field allows you to enter general notes about a client.

Press Search / Next to see results.

Add a New Client form filled in with sample First Name, Last Name, and Date of Birth values, with a red box graphic around the Search / Next button

If similar results are found in YouthCenter, they’ll be listed below the search area. Depending on your settings, you may also see matches from a court information system such as JIS (see below for more details). Click on any YouthCenter entry to be taken to that client’s Summary, or click on the Create buttons to make a new entry.

Add a New Client form showing a Similar Clients Were Found warning listing sample matching client records, with a red box graphic around the Create New Client and Create New Client and Next buttons

Create New Client allows you to make a basic Client Profile immediately so you can start documenting work right away.

Create New Client & Next is recommended because it will walk you through a guided entry of additional profile, demographic, and association information:

MI JIS Integration #

If your Michigan court uses the JIS system and has an active integration, you may see more options when adding a new client.

Add a New Client form showing a Similar Clients Were Found list and a Create Client with JIS Information confirmation dialog asking whether to create a new client record from data found in JIS

Check out this article for details on that feature: Connect Client to Court Information (JIS)

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