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Before creating a new account, perform a search for the client to verify they are not currently in the system under another account or case number. See Searching for a Client. |
To create a new account in webADMIN:
1. Click the Create Account link located at the top of any webADMIN tab or page. The Create Account page displays.
2. The Create Account page displays a system-generated Account #, and the Status field defaults to Active.
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The Account # field is typically a system generated number, but based on the state business rules this field can be configured to allow the Account # entry by staff with proper security rights. |
3. Click the Continue button. The Add Case page displays with the new Account #. A confirmation message also displays in the Add Case page stating that the new account number is successfully added to the database and the case information for the new account must be added.
Click the Cancel button to exit this page without creating a new account.
See Also:
Adding a New Case to the Account