Page Comparison

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1. 

   Click the Name field under Parent 1 and enter a name.

2. Click the Phone Number field under Parent 1 and enter a phone number.

3. Click the Relation to Client drop-down under Parent 1 and select a relationship status.

4. Click the text box under Parent 1 and describe the relationship if ‘Other’ is selected in step #36.

5. Click the Name field under Parent 2 and enter a name.

6. Click the Phone Number field under Parent 2 and enter a phone number.

7. Click the Relation to Client drop-down under Parent 2 and select a relationship status.

8. Click the text box under Parent 2 and describe the relationship if ‘Other’ is selected in step #36.

9. Click the Name field under Legal Representative/Guardian and enter a name.

10. Click the Phone Number field under Legal Representative/Guardian and enter a phone number.

11. Click the Relation to Client drop-down under Legal Representative/Guardian and select a relationship status.

12. Click the text box under Legal Representative/Guardian and describe the relationship if ‘Other’ is selected in step #36.

13. Click the Name field under Emergency Contact and enter a name.

14. Click the Phone Number field under Emergency Contact and enter a phone number.

15. Click the Relation to Client drop-down under Emergency Contact and select a relationship status.

16. Click the text box under Emergency Contact and describe the relationship if ‘Other’ is selected in step #36.

17. Click the Name field under Non-medical person and enter a name.

18. Click the Phone Number field under Non-medical person and enter a phone number.

19. Click the Relation to Client drop-down under Non-medical person and select a relationship status.

20. Click the text box under Non-medical person and describe the relationship if ‘Other’ is selected in step #36.

21. Click the Name field under Other and enter a name.

22. Click the Phone Number field under Other and enter a phone number.

23. Click the Relation to Client drop-down under Other and select a relationship status.

24. Click the text box under Other and describe the relationship if ‘Other’ is selected in step #36.

25. Click Save and Continue.

26. 

    Click Veteran drop-down and click status.

27. Click Marital Status drop-down and click status.

28. Click Pregnant drop-down and click status (female clients only).

29. Click Family Member / Significant Other drop-down and select an option.

30. Click Living Arrangement drop-down and click arrangement.

    1. If ‘Homeless or Place not meant for habitation' is selected, click Length of Time in this Arrangement drop-down and click status.

31. Click Education drop-down and click status.

32. Click School drop-down and click status.

33. Click the Employment Status drop-down and click status.

    1. If ‘Not in Labor Force’ is selected, click the Not In Labor Force drop-down and click status.

34. Click Source of income drop-down and click source.

35. Click CYFD Involved and click status.

36. Click Referral Source and select an option.

    1. If ‘Court/Criminal Justice Referral/Dui/Dwi’ is selected, click the Criminal Justice Referral drop-down and select an option.

37. Click Arrest in the Past 30 days drop-down and click # of arrests.

38. Click Health Insurance drop-down and click insurance carrier.

39. Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.

    1. If any option other than ‘None’ is selected:

       1. Click the Drug Code drop-down and select an option.

       2. Click the Route of Administration drop-down and select an option.

       3. Click Frequency of Use drop-down and click status.

       4. Click Age at First Use and select an option.

       5. Click Days Waiting to Enter SA Treatment and select an option.

       6. Click Attendance at SA Help in the last 30 Days and click status.

       7. Click Opioid Therapy drop-down and click status.

       8. Click Substance Abuse Diagnosis and enter the code (must be a valid ICD-10 code).

       9. Click Substance Abuse Problem (Secondary) and select an option.

          1. If any option other than ‘None is selected’, repeat steps 39.a.i – 39.a.ix

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    1. Click SMI drop-down and click status.

    2. Click SED drop-down and click status.

    3. Click Is There a Mental Health Diagnosis? and click status (system enforces ‘Yes’, if SMI and/or SED is set to ‘Yes’).

    4. Enter a valid ICD-10 code.

41. Click Save and Continue.

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42. Click Case Status drop-down and click status.

43. Click Reference Id and enter the Docket Number.

44. Click Application Date and click date.

45. Click Appointment Date and click date.

46. Click Guardianship Type drop-down and click type.

47. Click Level of Guardianship drop-down and click level.

48. Click Guardian and enter the Guardian’s name.

49. Click Guardian Ad Litem and enter the Guardian Ad Litem’s name.

50. Click Date Guardian Ad Litem Report Filed and click date.

51. Click Judicial Court drop-down and click court.

52. Click Judge and enter the Judge’s name.

53. Click Petitioning Attorney and enter the Attorney’s name.

54. Click Court Visitor and enter the Visitor’s name.

55. Click Date Court Visitor Report Field and click date.

56. Click Save and Continue.

57. The Client Dashboard is displayed.

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