How to Add a New Client

Create a new client profile in EmpowerHub in under 10 minutes.

What You'll Do

Set up a complete client profile with personal information, case management, and service authorization.

Before You Start

Have ready:

• Client's government-issued photo ID
• Service authorization documentation

Steps

1. Start Client Creation

1. Navigate to Clients in the main menu
2. Click + Add New Client button

2. Enter Personal Information

1. Enter Client ID (exactly as in ProviderOne)
2. Enter Full Name (exactly as shown on ID)
3. Enter client Email address or select No email address
4. Select Gender from the dropdown menu
5. Enter Date of Birth (MM/DD/YYYY format)
6. Enter Current Address (include apartment/unit number)
7. Enter Phone Number
8. Enter Facility name in the field or + New to create a new facility
   1. To create a new Facility: Enter Name, Vaccine required, Phone number, full street Address, City, State, Zip Code and click Save Facility
   2. To popuplate the Facility Address to the client address in the facility field reselect the Facility name by typing the name in the facility field and select the facility from the dropdown menu
   3. You will be prompted to accept the changes to the client address
9. Click Next Step

3. Configure Case Management

1. Start typing to search for an existing Case Manager or Create new case manager to create a new case manager

2. To create a new Case Manager: Enter Name, Email, Phone number Save Case Manager

3. Create & Select to use the new case manager

4. Click Next Step

4. Set Up Units & Services

1. From the Select Service:
   • Choose one or more
2. Fill the Authorization ID
3. Set Service Units
   1. Each service you select add the total units per month
4. Set the Start Date & End Date for the authorization
5. Check Monthly Units Allocation to activate the client monthly balance
6. Click Create Client

Verification

• New client appears in Clients list
• Case number is generated in the client profile & displayed in the Case Number list
• Profile status shows "Active"
• All information is saved in the client profile

Common Issues

System won't accept information

• Check required fields marked in red
• Verify phone number format (10 digits)

Insurance verification fails

• Confirm member ID matches insurance card
• Check card expiration date
• Verify spelling matches ID exactly

Missing authorization

• Use provisional authorization for urgent cases
• Contact Case Manager for assistance

Key Features & Benefits

HIPAA Compliance

• Secure document storage
• Encrypted personal information
• Access controls and audit trails
• Privacy protection by default

Smart Automation

• Automatic case number generation
• Service authorization validation
• Unit allocation tracking

Quality Assurance

• Required field validation
• Duplicate client prevention
• Data accuracy verification

Efficient Workflow

• 4-step guided process
• Template creation for similar clients
• Bulk import capabilities

Advanced Features

• Automated renewal reminders
• Service capacity monitoring
• Compliance reporting