The Chartless Clients feature allows users to add individuals not receiving Services, a parent, legal guardian, or caregiver for example. Chartless Clients have a limited set of core tabs and are excluded from all Client drop-down lists by default, except when working in the Families feature. The Chartless Clients: Create permission must be enabled in Configuration > Staff/Users > Permissions > Features for User Groups whose members are responsible for adding a Chartless Client. 

When the Chartless Clients: Create permission is enabled, the Has Chart checkbox is displayed on the Add Client screen. This checkbox is selected by default.

Default	Add Chartless Client

Unchecking the Has Chart checkbox and selecting SAVE creates a Chartless Client with the Profile, Family, Contact Info, and Documents core tabs.

• Chartless Clients are stored in the dbo.Clients table
• The HasChart column determines if a Client is Chartless.
  • 'Y' for (charted) Clients
  • 'N' for Chartless Clients. 

Maintenance of Chartless Clients is through the Families menu or the Family tab once associated with a Family. In the example below, Chartless Client Peter Griffin is associate with the Griffin Family.

Click on the blue VIEW CLIENT button to view and edit the available tabs for Peter Griffin, a chartless Client.