A Change to How New Client Records Get Created

The way new client records get created is changing. Once applied, an update will prevent the “Create new client” option from appearing until a user has attempted to search for an existing record. Check out the video demonstration below to see this change in action!

This approach aligns with ICA’s recommended process for managing client records and helps prevent multiple records from accidentally being created for the same individual. The change will first be applied to the Intake workflow accessed from the Clients workspace, followed by Coordinated Entry workflows (including Diversion) and the Shelter Reservation Team workflows.

Follow along with this change's path to Production and all other system updates by visiting Release Notes.