How to Add a New Client

First, be sure to login to your eCaring dashboard. 

Select Clients from your menu bar. 

This brings you to the Clients homepage.  

Click Add New on the right hand side of your screen. 

This brings you to the new client page to enter Demographics information first. 

There are six required sections to be completed on this first page.  

• Sections 1 & 2 are the Client’s first and last name. 
• Section 3 is the Client’s street address. Begin typing the address under Street 1 then select the appropriate address from the list that populates. You must select an address from the list to properly geocode the address.  

• Section 4 please select the best answer for client’s gender. 
  • Female will display the female gender symbol on the client’s homepage 
  • Male will display the male gender symbol on the client’s homepage 
  • Choose Not to Answer and Non-Binary will show no symbol on the client’s homepage 
  
• Section 5, please select the Office this client will be associated with.  
  • If you select one office in section 5, section 6 will automatically populate with the selected office. 

Additional information that is optional under Demographics; 

• Client Source 
• Admission Date 
• Allow Contact  

• • Yes will turn the client’s name white  
  • No will turn the client’s name red for quick reference on the client’s homepage 

• Is there a dog, cat, or smoking in the home? 

• • Yes will display a green icon on the client’s home page 
  • No will display a red icon on the client’s home page 

• Client’s choice of hospital 
• Risk level 

• Household (do they live alone or not alone?) 
• Primary scheduler and primary nurse if applicable 

 

Below is an example of how the Allow Contact, Gender, and Dog, Cat and Smoking shows based on different selections. 

 

Image 1	Contact Allowed	Yes (name is displayed white)
	Gender	Male
	Dog	Yes
	Cat	No
	Smoking	Yes
Image 2	Contact Allowed	No (name is displayed red)
	Gender	Choose Not to Answer
	Dog	No
	Cat	Yes
	Smoking	No

 

If you try to move forward without completing the required sections, you will receive an error message like the image below. 

Once the required fields, at a minimum, have been completed, click Save and Continue to continue to the next section. 

The next Section is Billing IDs.

If you have the information, enter Billing ID under the appropriate selection. 

*Please note that this page will display different options based on the settings selected under your payors. 

Once the Billing ID is entered, or if you don’t have an ID to enter, click Save and Continue. 

The Special Instructions section allows you to freely enter information viewed both on the client’s homepage and on the mobile app for the field staff scheduled to work with them. 

Click Save and Continue to move on to the next section. 

In the next section, DNR, it is optional to indicate if the client has a DNR or not. 

Click Save and Continue to move on to the next section. 

In the next section you can add Phone Numbers. 

Click Add New to add a new phone number. 

In the Add new phone number window; 

• Select the Type from the dropdown menu 
• Enter the phone number under Number 
• Select if this is a Primary phone number (the primary number will display on the client’s homepage)  
• Once complete, enter Submit. 

You can enter as many phone numbers as needed. 

Click Save and Continue to move on to the next section. 

In the next section you can add Email Addresses. 

Click Add New to add a new email address.

In the Add New Email screen; 

• Select the Type of email (primary or alternative). The primary email will display on the client’s homepage.  
• Enter the email address under Address: 
• Once complete, click Submit 
  

Click Save and Continue to move on to the next section. 

The final section is Address. 

This section will automatically populate with the address entered at the beginning under Demographics.  

To add a new address click Add New. 

In the Add New Address window; 

• Select the Address Type from the dropdown menu 
• Enter the Street address and select from the dropdown menu that will populate as you enter the street address 
• Optional information to enter;  

• Notes  
• Selecting if the address is Primary or Service address 

• Once complete, click Submit 

Click Save and Continue if you would like to save the Address information, but you want to go back and edit another section before completing.  

 

Click Save to submit all information and create the client’s profile.