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Individual Client Assignment Section

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This section allows you to assign specific clients to the selected team. To make assignments by client instead of team, see the Client Team Assignment form.

  1. In the Individual Client Assignment Section table, click Add New Item.
  2. In the Client ID field, enter the client ID, and select.
  3. The Date of Birth, and Gender fields display the client's information.
  4. If the client has multiple episodes, in the Episodes field, select the episodes.
  5. When finished, in the Team Definition section, click File.