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1. Click Client, Register.

2. Click the First Name field and enter the name.

3. Click the Last Name field and enter the name.

4. Click the Date of Birth Field and enter DOB.

5. Click Search.

6. The system displays possible matches or the registration screen if no matches are found. (Click None of These if the client is not listed)

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   Tip: Registration is used to identify existing records in nmstar first to avoid duplication of individuals in the system. One individual can be participating in other programs with other providers or have done so in the past.

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   Click the Middle Initial field and enter the middle initial.

8. Click the Suffix drop-down and click suffix.

9. Click the SSN field and enter SSN or click the No SSN checkbox to select.

10. Click the Medical Record Number field and enter MRN.

11. Click the Medicaid Recipient checkbox to select.-Not applicable for DDC.

12. Click the Medicaid ID field and enter ID.-Not applicable for DDC.

13. Click the MCO drop-down and click MCO.-Not applicable for DDC.

14. Click the CCL drop-down and click CCL.-Not applicable for DDC.

15. Click the Gender field and click gender.

16. Click the Sexual Preference drop-down and click preference.

17. Click the Ethnicity drop-down and click Ethnicity.

18. Click the Race drop-down and click Race.

19. Click the Active Military drop-down and click status.

20. Click the Language drop-down and click language.

21. Click the Other Language field and enter the other language.

22. Click the Tribal Affiliation drop-down and click affiliation.

23. Click Save and Continue.

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    Click the Address 1 field and enter an address or click the Homeless checkbox to select.

25. Click the Address 2 field and enter an address.

26. Click the City field and enter a city.

27. Click the State drop-down and click state.

28. Click the Zip Code field and enter the zip code.

29. Click the Phone field and enter a number or click the No Phone checkbox to select.

30. Click the Message drop-down and click Yes or No.

31. Click the Other Phone field and enter a number.

32. Click the Message drop-down and click Yes or No.

33. Click Save and Continue.

Note: This next screen is entirely Optional. It can be used when additional contacts need to be collected for the client.

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   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.

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.

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.

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.

25. Click Save and Continue.

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26. Click the Activate button for the Project you want the client to participate in and click Continue.

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    Click Veteran drop-down and click status.

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

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

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

31. 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.

32. Click Education drop-down and click status.

33. Click School drop-down and click status.

34. 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.

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

36. Click CYFD Involved and click status.

37. 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.

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

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

40. 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 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

41. 

    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.

42. Click Save and Continue.

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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.

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1. The Client Dashboard is displayed.