Client Registration
From the Home screen:
Click Client, Register.
Click the First Name field and enter the name.
Click the Last Name field and enter the name.
Click the Date of Birth Field and enter DOB.
Click Search.
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The system displays possible matches
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.
Click None
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of These if the client is not listed
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, or click Create New Record if no possible matches were found.
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Tip: Registration is used to identify existing records in STAR 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.
Click the Suffix drop-down and click suffix.
Click the SSN field and enter SSN or click the No SSN checkbox to select.
Click the Medical Record Number field and enter MRN.
Click the Medicaid Recipient checkbox to select.
Click the Medicaid ID field and enter ID.
Click the MCO drop-down and click MCO.
Click the CCL drop-down and click CCL.
Click the Gender field and click gender.
Click the Sexual Preference drop-down and click preference.
Click the Ethnicity drop-down and click Ethnicity.
Click the Race drop-down and click Race.
Click the Active Military drop-down and click status.
Click the Language drop-down and click language.
Click the Other Language field and enter the other language.
Click the Tribal Affiliation drop-down and click affiliation.
Click Save and Continue.
Click the Address 1 field and enter an address or click the Homeless checkbox to select.
Click the Address 2 field and enter an address.
Click the City field and enter a city.
Click the State drop-down and click state.
Click the Zip Code field and enter the zip code.
Click the Phone field and enter a number or click the No Phone checkbox to select.
Click the Message drop-down and click Yes or No.
Click the Other Phone field and enter a number.
Click the Message drop-down and click Yes or No.
Click Save and Continue.
Click the Name field under
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Legal Guardian and enter a name.
Click the Phone Number field
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and enter a phone number.
Click the Relation to Client drop-down
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select a relationship status
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.
Click the Name field under
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Emergency Contact and enter a name.
Click the Phone Number field
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and enter a phone number.
Click the Relation to Client drop-down
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and select a relationship status.
Repeat the above steps for Non-Medical person and Other.
Tip: The Contacts screen is completely optional. You can press Save and Continue without entering any data.
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Click
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Activate for the Project to Activate the Client in.
Click Continue.
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Click the Case Status drop-down and click status.
Click Reference Id and enter the Docket Number.
Click Application Date and click date.
Click Appointment Date and click date.
Click the Guardianship Type drop-down and click type.
Click the Level of Guardianship drop-down and click level.
Click Guardian and enter the Guardian’s name.
Click Guardian Ad Litem and enter the Guardian Ad Litem’s name.
Click Date Guardian Ad Litem Report Filed and click date.
Click Judicial Court drop-down and click court.
Click Judge and enter the Judge’s name.
Click Petitioning Attorney and enter the Attorney’s name.
Click Court Visitor and enter the Visitor’s name.
Click Date Court Visitor Report Field and click date.
Click Save and Continue.
The Client Dashboard is displayed.
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