Client Registration
From the Home screen:
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Click Client, Register.
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Click the First Name field and enter a name.
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Click the Last Name field and enter a name.
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Click the Date of Birth Field and enter DOB.
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Click Search.
The system displays possible matches or the registration screen if no matches are found. (Click None if These if the client is not listed)
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Click the Middle Initial field and enter the middle initial.
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Click the Suffix drop-down and click suffix.
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Click the SSN field and enter SSN or click the No SSN checkbox to select.
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Click the Medical Record Number field and enter MRN.
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Click the Medicaid Recipient checkbox to select.
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Click the Medicaid ID field and enter ID.
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Click the MCO drop-down and click MCO.
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Click the CCL drop-down and click CCL.
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Click the Gender field and click gender.
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Click the Sexual Preference drop-down and click preference.
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Click the Ethnicity drop-down and click Ethnicity.
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Click the Race drop-down and click Race.
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Click the Active Military drop-down and click status.
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Click the Language drop-down and click language.
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Click the Other Language field and enter the other language.
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Click the Tribal Affiliation drop-down and click affiliation.
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Click Save and Continue.
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Click the Address 1 field and enter an address or click the Homeless checkbox to select.
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Click the Address 2 field and enter an address.
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Click the City field and enter a city.
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Click the State drop-down and click state.
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Click the Zip Code field and enter the zip code.
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Click the Phone field and enter a number or click the No Phone checkbox to select.
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Click the Message drop-down and click Yes or No.
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Click the Other Phone field and enter a number.
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Click the Message drop-down and click Yes or No.
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Click Save and Continue.
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Click the Name field under Parent 1 and enter a name
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Click the Phone Number field under Parent 1 and enter a phone number
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Click the Relation to Client drop-down under Parent 1 and select a relationship status
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Click the text box under Parent 1 and describe the relationship if ‘Other’ is selected in step #36
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Click the Name field under Parent 2 and enter a name
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Click the Phone Number field under Parent 2 and enter a phone number
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Click the Relation to Client drop-down under Parent 2 and select a relationship status
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Click the text box under Parent 2 and describe the relationship if ‘Other’ is selected in step #36
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Click the Name field under Legal Representative/Guardian and enter a name
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Click the Phone Number field under Legal Representative/Guardian and enter a phone number
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Click the Relation to Client drop-down under Legal Representative/Guardian and select a relationship status
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Click the text box under Legal Representative/Guardian and describe the relationship if ‘Other’ is selected in step #36
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Click the Name field under Emergency Contact and enter a name
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Click the Phone Number field under Emergency Contact and enter a phone number
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Click the Relation to Client drop-down under Emergency Contact and select a relationship status
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Click the text box under Emergency Contact and describe the relationship if ‘Other’ is selected in step #36
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Click the Name field under Non-medical person and enter a name
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Click the Phone Number field under Non-medical person and enter a phone number
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Click the Relation to Client drop-down under Non-medical person and select a relationship status
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Click the text box under Non-medical person and describe the relationship if ‘Other’ is selected in step #36
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Click the Name field under Other and enter a name
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Click the Phone Number field under Other and enter a phone number
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Click the Relation to Client drop-down under Other and select a relationship status
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Click the text box under Other and describe the relationship if ‘Other’ is selected in step #36
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Click Save and Continue.
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Click Date of Initial Registration calendar and select date.
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Click Veteran drop-down and click status.
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Click Marital Status drop-down and click status.
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Click Pregnant drop-down and click status (female clients only).
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Click Family Member / Significant Other drop-down and select an option.
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Click Living Arrangement drop-down and click arrangement.
If ‘Place not meant for habitation' is selected, click Length of Time in this Arrangement drop-down and click status.
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Click Education drop-down and click status.
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Click School drop-down and click status.
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Click the Employment Status drop-down and click status.
If ‘Not in Labor Force’ is selected, click the Not In Labor Force drop-down and click status.
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Click Source of income drop-down and click source.
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Click Voluntary/Involuntary at Admission and click status.
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Click Referral Source and select an option.
If ‘Court/Criminal Justice Referral/Dui/Dwi’ is selected, click the Criminal Justice Referral drop-down and select an option.
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Click Arrest in the Past 30 days drop-down and click # of arrests.
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Click Health Insurance drop-down and click insurance carrier.
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Click SMI drop-down and click status.
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Click SED drop-down and click status.
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Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.
If any option other than ‘None’ is selected:
Click the Drug Code drop-down and select an option.
Click the Route of Administration drop-down and select an option.
Click Frequency of Use drop-down and click status.
Click Age at First Use and select an option.
Click Days Waiting to Enter SA Treatment and select an option.
Click Attendance at SA Help in the last 30 Days and click status.
Click Opioid Therapy drop-down and click status.
Click Substance Abuse Diagnosis and enter a code (must be a valid code).
Click Substance Abuse Problem (Secondary) and select an option.
If any option other than ‘None is selected’ repeat steps 19.a.i – 19.a.ix
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Click Is There a Mental Health Diagnosis? and click status (system enforces ‘Yes’, if SMI and/or SED is set to ‘Yes’).
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Click Finish.
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