Page Comparison

Add a Client Check-In: 

From the Client Dashboard:

1.  Click Mandated Data tab.

2. Click Add Assessment drop-down and click Update.

3. Click Date of Update calendar and click date.

4. Click Veteran drop-down and click status.

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

6. Click Pregnant drop-down and click status.

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

8. Click Education drop-down and click status.

9. Click School Attendance Status drop-down and click status.

10. Click Employment Status drop-down and click status.

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

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

13. Click SMI drop-down and click status.

14. Click SED drop-down and click status.

15. Click Codependent drop-down and click status.

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

17. Additional fields will display for entry as needed.

18. Complete the entry/selection for the displayed required fields.

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Deactivate a Client:

From the Client Dashboard:

1.  Click Mandated Data tab.

2. Click Add Assessment drop-down and click Discharge.

3. Click Date of Last Contact calendar and click date.

4. Click Discharge Reason drop-down and click reason.

5. Click Date of Deactivation calendar and click date.

6. Click Veteran drop-down and click status.

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

8. Click Pregnant drop-down and click status.

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

10. Click Education drop-down and click status.

11. Click School Attendance Status drop-down and click status.

12. Click Employment Status drop-down and click status.

13. Click Source of income drop-down and click income.

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

15. Click SMI drop-down and click status.

16. Click SED drop-down and click status.

17. Click Codependent drop-down and click status.

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

19. Additional fields will display for entry as needed.

20. Complete the entry/selection for the displayed required fields.

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