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Click Activate for the Project to Activate the Client in.
Click Continue.
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Click Veteran drop-down and click status.
Click the Marital Status drop-down and click status.
Click the Pregnant drop-down and click status (female clients only).
Click the Case Status Family Member / Significant Other drop-down and select an option.
Click the Living Arrangement drop-down and click arrangement.
If ‘Homeless' is selected, click Length of Time in this Arrangement drop-down and click status.
Click the Education drop-down and click status.
Click the School drop-down and click status.
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.
Click Source of income drop-down and click source.
Click CYFD Involved drop-down and click status.
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.
Click Arrest in the Past 30 days drop-down and click # of arrests.
Click Health Insurance drop-down and click insurance carrier.
Click the Substance Abuse drop-down and click status. (If a substance is selected additional fields will appear for entry.)
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 the 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 the Opioid Therapy drop-down and click status.
Click Substance Abuse Diagnosis and enter the code (must be a valid code).
Click Substance Abuse Problem (Secondary) and select an option.
If any option other than ‘None is selected’, repeat above steps.
Click the SMI drop-down and click status.
Click the SED drop-down and click status.
Click Is There a Mental Health Diagnosis? and click status (system enforces ‘Yes’, if SMI and/or SED is set to ‘Yes’).
Click Save and Continue.
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Click Reference Id and enter the Docket Number.
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Click Date Guardian Ad Litem Report Filed and click date.
Click Petition Filed Date and click date.
Click Hearing Date and click date.
Click Judicial Court drop-down and click court.
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Click Date Court Visitor Report Field and click date.
Click Medical professional determiniation drop-down and click status.
Click Date of Death and click date.
Click Notification of Death and click date.
Click Special Populations that are applicable for the client.
Click Alternatives to Guardianship that are applicable for the client.
Click Primary Medical Health Diagnosis and enter a diagnosis.
Click Save and Continue.
Tip: The Case fields are completely optional. You can press Save and Continue without entering any data.
The Client Dashboard is displayed.
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