Adding and setting up a child

Where. Sidebar › Children › Children › + Add child, or click an existing child

To add a child directly, without the pipeline, click + Add child on the Children page. You need at least one provider home first.

To add a family straight to the waitlist, use + Add to waitlist on the Waitlist page.

Complete every tab of the child profile. Info, health and medical, immunization, parents and pickup, services, schedule.

A child with no home shows Unassigned in red. Resolve promptly. Unassigned children are not billed and generate no provider pay.

Assign the parent billing plan and confirm the provider pay setup. These are separate rate tables. Setting one never sets the other. Check both. For a family on fee subsidy, follow Fee subsidy plans in Part 3.

Set the schedule on the Schedule tab before the first billing period. Billing follows the schedule, so an empty schedule means an empty invoice.

Immunization records live on the Immunization tab. Upload, review, and approve them there. You do not need the provider to do it.