Editing Adding clients (section)

===NHI search===
As a wellbeing service, '''all clients''' should be identified by their NHI number where available.
[[File:Screenshot 20250106 134216.png|thumb|Initiating NHI search for a new client]]
Even if you already know the NHI number,<ref>For example if it is provided as part of the referral, or it already exists in Aiga.</ref> the starting point should be to use the 'NHI Lookup' button at the top of the new page. Doing this will populate the new client record with the most recent information held by Te Whatu Ora.<ref>Note that this might still be old information - however it is easy to update in Kotahi if our information is more recent. Also be aware that NHI lookup provides other information such as GP enrolment which we should make note of.</ref> 

The NHI search links directly to live [https://www.tewhatuora.govt.nz/health-services-and-programmes/health-identity/national-health-index Te Whatu Ora systems] and is designed to make it as easy as possible to find the right person.

If you don't already know the NHI, the NHI search requires the following information to be entered as a minimum:
* First name
* Surname
* Date of birth
** OR month and year of birth.<ref>The NHI search has the option to search by age range, but this is not working successfully as at January 2025.</ref>
[[File:Kotahi nhi result.png|thumb|NHI search with multiple ranked results]]
The search will usually result in a range of options, and each of these are 'scored' to indicate which is the most likely match.

If you are unsure which one is correct, you can confirm further details by using the 'Review' button. This will show a new window containing the full record held by NHI, including:
* Gender
* Ethnicity
* Multiple names/preferred name
* Primary care enrolment.

If you have the NHI already, then the search will obviously only give you one result.

Once you find the right person, clicking 'Select client' will populate the Kotahi client record automatically.