Client records in A4W hold the personal and administrative details needed for financial assessments, invoicing, and payments. Every client must have a reference number, forename, surname, and date of birth as a minimum. This article covers creating new clients, managing addresses, and updating existing records.
Create a new client
Navigate to Clients > Maintain Clients (or use the toolbar icon).
Click New (or right-click the client name in Client Enquiry and select Add New Client).
Complete the mandatory fields: Reference, Forename, Surname, and Date of Birth.
Optionally enter the Current Team, Current Care Manager, and other administrative details.
Click Save.
View and update client details
Navigate to Clients > Maintain Clients.
Search for and select the client.
Update the fields as needed.
Click Save.
Manage client addresses
A4W can hold multiple addresses for each client, each with a different address type.
On the Maintain Clients screen, click the Addresses tab.
Select the Address Type from the dropdown to view or edit that address.
Default address types
Address type | Purpose |
HOME ADDRESS | The client's home address. |
BILLING ADDRESS | Where invoices are sent. If blank, invoices go to the home address. |
NEXT OF KIN | Address of the client's next of kin. |
OLA ADDRESS | Address of another local authority that funds the client. OLA invoices are sent here. |
RECOGNISED REP | Address of someone acting as a financial representative who is not a relative. |
📌Note: You cannot have two addresses of the same type. Each address type can only appear once per client.
Enter or update the Title & initials, Surname, Address, and Postcode.
Click Save.