> ## Documentation Index > Fetch the complete documentation index at: https://support.visualcare.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Creating a client profile > How to add a new client, navigate the client list, and configure core profile information in Visualcare The client profile is the central record for each person receiving services through your organisation. It holds personal details, funding configuration, addresses, contacts, and links to agreements, rosters, compliance, and more. ## Finding and navigating the client list Open the client list from the top menu: **Clients** → **Client Profile**. Clients drop-down menu The list shows all clients in your database. You have several ways to customise and search this view. ### Customising columns Select the **Column Chooser** to add or remove columns from the list. Column chooser button on client list Drag fields from the column chooser into the header area to add them. Rearrange columns by dragging them to a new position. To remove a column, drag it back into the column chooser. Column chooser with draggable fields ### Searching for a client Use the search bar in the top right corner to search across the current data set. Enter a name or other search term and matching records are highlighted. Search bar on client list You also have inline search fields just below the column headings. Enter your criteria in any of these fields to filter the list. Inline search fields under column headings ### Filtering and grouping Filter a column by selecting the filter icon on the right of the column header. Choose the values you want to display and click **OK**. Column filter options Group the list by dragging a column header to the grouping area at the top left of the page. Grouping area for column headers ### Exporting to Excel Export the current data set to Excel by clicking the **Excel** icon. Excel export icon ## Adding a new client To create a new client, click **Add Client** and enter the required details. Add client button ## Client profile overview Once a client is created, their profile contains tabs and summary information at the top of the screen, with additional tabs and detailed subsections below. Client profile overview To add or edit information, click in the field to enter detail (or select from a drop-down where needed) and click **Save**. The page prompts with a confirmation if you try to leave without saving. ### Customisable fields Several fields on the profile are customisable for your organisation: | Field | Where to configure | | ------------- | ------------------------------- | | **Areas** | **Maintenance** → **Areas** | | **Divisions** | **Maintenance** → **Divisions** | | **Groups** | **Maintenance** → **Groups** | | **Payers** | **Maintenance** → **Payers** | ### Setting up a Home Care Package client When creating a client who receives Home Care Package (HCP) funding, update these fields on the profile page: * **Funding Type** - set to **Home Care Package** * **HCP Level** - select the package level from the drop-down (this flows to the HCP statement when you create the first period) HCP funding fields on client profile ## Details tab The **Details** tab contains multiple expandable sub-categories. Click on a label to open, view, or edit the fields, and click again to close. Details tab with expandable sections ### Address Enter the client's home address here. If the client has a key code or gate code, enter it in the **Key Code** field. Use **Search Address** to auto-populate the full address, or **Search Suburb or Postcode** to fill the **Suburb**, **State**, and **Postcode** fields. ### General details Contains fields including age, languages, LGBTIQ+, culturally and linguistically diverse (CALD) status, Aboriginal and Torres Strait Islander status, and identification numbers linked to different funding sources. ### Comments Add any additional comments to include on the client profile. ### Financial and legal status Record financial guardianship or legal information, as well as any applicable **Legal Orders**. ### Service status Select **Current** from the **Status** drop-down if the client is active, or choose an alternative status where needed. Selecting any status other than **Current** removes the client from some searchable lists throughout VCore. This section also includes service start, end, and review dates. If the client no longer needs services, two actions are available: * **Delete shifts from date** - removes shifts from the client roster after a selected date, with the option of marking rosters as completed * **Remove from chat groups** - removes the client from all message groups within the vAboutMe mobile app ### Referral Record referring agency details here. ### Work health and safety Select any occupational health and safety (OH\&S) issues related to the client or their living arrangements. ### Billing details Enter billing preferences and contact information. ### Health Record health-related information including vaccine status, weight, height, disabilities, medical conditions, mobility, and medication details. ### Alerts * **Alert Note** - add profile notes about the client. Tick **Popup in profile** to display these when the profile opens. * **Roster Note** - add roster-specific notes. Tick **Popup in roster** to display these when the roster opens. ### Client profile (Vworker) Add general information that workers need to know about this client. Notes entered here appear in the Vworker app for the worker to view before their shift. ### Access to residency notes (Vworker) Instructions on how to access the client's residence. These notes appear in the Vworker app before the worker's shift. ### Identified risks (Vworker) Highlight any risks relating to the client or their property. These notes appear in the Vworker app before the worker's shift. ### Living arrangements (Vworker) Relevant information about the client's living arrangements, visible to workers in the Vworker app. ### Shift alert (Vworker) Important information that pops up when a worker opens the client shift in the Vworker mobile app. Use this for critical details the worker needs immediately. ### vAboutMe Customise vAboutMe features for the selected client by ticking or unticking access to each feature. ## Addresses tab The **Addresses** tab stores additional client addresses (separate from the home address in the Details tab). These addresses flow through to [Transport Runs](/scheduling/transport-runs) as alternate pick-up or drop-off destinations. To add an address, navigate to **Client Profile** → **Addresses** tab and click **Add Address**. Add address button Complete the address details, add any notes, and click **Save Address**. Address details form Once added, the address appears in the list. Double-click an address line to edit it, or click **Delete** to remove it. Address list with edit and delete options To update the client's home, postal, or billing addresses, go to the **Details** tab instead. ## Contacts tab The **Contacts** tab stores people associated with the client, such as family members, carers, or other contacts. Click **Add new contact** to create a new contact or select from existing contacts. Add new contact button Enter the contact details and click **Create**. New contact form Once a contact has been added, double-click the entry to edit their details. ## Enabling vAboutMe access To give a client access to the vAboutMe mobile app, complete these fields in the client profile and click **Save**: * **Email** - the client's email address * **Web Username** - the client's email address is recommended (avoid spaces) * **Web Enabled** - tick this box * **vAboutMe Enabled** - tick this box vAboutMe access fields Click **Send Login Details** to email the client instructions on how to log in to the app. ## Running into issues? See [Client management troubleshooting](/troubleshooting/general) for common errors and fixes. ## Related articles Set up agreements to enable rostering for a client Configure compliance items for client profiles Set up client access to the vAboutMe mobile app Import multiple client, worker, or expense records from a CSV file