Create a Child Client Record

Family Support cases contain multiple members, including adults, children and other household members.

There are two methods for adding a client record to a case – this depends on how your database is configured.

This article covers the process for adding a child as a client to the database to enable DSS reporting of the child’s participation.

The Family Support functionality provides holistic case management for children, adults and household members by linking their client records, individual details and session notes within a single case.

The CRM database Family Support functionality is tailored to each organisation.  Your Family Support pages may have a slightly different appearance.



Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2.  Search the database to check if the child Client record exists.

If the client you need does not exist in your database, continue with the creation of a new client.


Step 3. Click Create Client in the Shortcuts menu

Create Client


The Clients page is displayed.

Tip: Each agency may have different data requirements 
for a Client record.  While the majority of the 
following fields will be present on all systems, 
your page may be slightly different.

Client Information


Step 4.  Enter the required Client information

Completed Client information

Tip: Fields with a red asterisk are mandatory.


Step 5. Click Save.

If the client’s name is similar to another client in the database, you may receive the following warning:

Similar Client warning

To check the existing record, click Cancel and return to search for the required client.


Step 6. To continue with the creation of the client, click Save.

New Client Record


The Client record is created successfully.



Next Steps

Once the child client record has been saved,  the record can be added to a required family support case.

Refer to the following article for instructions:

  • Add a Dependent Child

Further Information

For more information relating to Family Support, refer to the following articles:




Updated on August 28, 2018

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