Client Profile Creation
Setting Up Client Profiles
NOTE: If you are using Welina and Aloha integration your Welina client profiles will be automatically created. Client and staff assignments will automatically flow over from the Client Assignment section of you Client profiles in Aloha. If you have added any custom fields to your client profiles on Aloha, please note those will NOT show on Welina. However, you can create you own custom fields for Welina profile to track information relevant to Clinical needs.
- From the navigation menu click on Organization Setup icon
- Select Clients from the drop down menu
- Then select to add clients
- Fill in the Required Client information. Below is an image with the required fields highlighted.
Viewing / Editing an Existing Client Profile
If you would like to view or edit a client profile navigate to the client list and select the edit button on the right end of the clients name
Click 
at the bottom when you are done or click the 
icon at the top left corner of the client profile to leave without saving any changes.
Related Articles
Staff Profile Creation
Setting up Staff Profiles Before creating a staff profile make sure you have built out (insert Roles Article) first. NOTE: If you are using Welina and Aloha integration your Welina staff profiles will be automatically created! All you need to do is ...Custom Fields
What are Custom Fields Custom field allow you to create and collect exactly the information you want, giving you more control and customization of your site. In Welina they can be used to collect and track information for retention purposes, but they ...Lesson Builder: Building out Lessons
The Lesson Build was created and designed with a high level of customization to allow a wide range of providers to create the perfect session structures for their staff. ABA is not just a science but an art! This space, we hope, gives the artist in ...Approval Mechanism
What is an Approval Mechanism? An approval mechanism allows you to set up high level approvals for your Lesson Notes. Think of it as a second set of eyes checking a note before it is considered "done". What this means is once a Lesson Note has been ...Building a Note Template
<br> Building a Note Template in Welina will take a few steps and will involve a combination of pre-existing Dynamic fields and building out Custom Fields. So lets get into it. How to Create a new Template Use the navigation ...