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Newly admitted client not appearing on the system

If a newly admitted client isn’t showing, check your filters and confirm the admission process was completed correctly.

Written by Katie Airey

If a client has been newly admitted but is not showing on the system, this is usually due to filters being applied or the admission process not being fully completed. This article explains what to check and how to confirm whether the client was successfully admitted.


Check your filters

When searching for the client, first make sure the correct filters are applied.

  • On the Clients screen, check the filters at the top

  • Ensure In Home is selected

  • Search for the client again

Incorrect filters are the most common reason a client does not appear.


Client admitted through an enquiry

If the client was admitted via the Enquiry section, the admission may not have saved correctly if the process wasn’t fully completed or the window was closed early.

You can check this by confirming whether a room was assigned.

Check bed occupancy

  1. Open the Clients module.

  2. Click Reports.

  3. Select Bed Occupancy.

  4. Find the relevant room.

If no client is assigned to the room, the admission was not completed successfully.


Re‑admit the client

If the admission did not complete, you can admit the client again.

How to re‑admit:

  1. Open the Clients module.

  2. Click Enquiry.

  3. Ensure the correct filters are applied so the client appears.

  4. Click the ℹ️ (info) icon next to the client.

  5. Click Admit.

  6. Complete the required fields.

  7. Click Save.

Once saved, the client should now appear in the Clients list.

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