Page Comparison

Client Registration

From the Home screen:

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.

7. Click None of These if the client is not listed, or click Create New Record if no possible matches were found.

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9. 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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11. Click the Middle Initial field and enter the middle initial.

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

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

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

15. Click the Medicaid Recipient checkbox to select.

16. Click the Medicaid ID field and enter ID.

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

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

19. Click the Gender field and click gender.

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

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

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

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

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

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

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

27. Click Save and Continue.

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

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

31. Click the City field and enter a city.

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

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

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

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

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

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

38. Click Save and Continue.

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40. Click the Name field under Legal Guardian and enter a name.

41. Click the Phone Number field and enter a phone number.

42. Click the Relation to Client drop-down and select a relationship status.

43. Click the Name field under Emergency Contact and enter a name.

44. Click the Phone Number field and enter a phone number.

45. Click the Relation to Client drop-down and select a relationship status.

46. Repeat the above steps for Non-Medical

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1. persons and

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1. Others.

2. Tip: The Contacts screen is completely optional. You can press Save and Continue without entering any data.

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4. Click Activate for the Project to Activate the Client in.

5. Click Continue.

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8. Click Veteran drop-down and click status.

9. Click the Marital Status drop-down and click status.

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

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

12. Click the Living Arrangement drop-down and click arrangement.

13. If ‘Homeless' is selected, click Length of Time in this Arrangement drop-down and click status.

14. Click the Education drop-down and click status.

15. Click the School drop-down and click status.

16. Click the Employment Status drop-down and click status.

17. If ‘Not in Labor Force’ is selected, click the Not In Labor Force drop-down and click status.

18. Click the Source of income drop-down and click source.

19. Click CYFD Involved drop-down and click status.

20. Click Referral Source and select an option.

21. If ‘Court/Criminal Justice Referral/Dui/Dwi’ is selected, click the Criminal Justice Referral drop-down and select an option.

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

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

24. Click the Substance Abuse drop-down and click status. (If a substance is selected additional fields will appear for entry.)

25. If any option other than ‘None’ is selected:

26. Click the Drug Code drop-down and select an option.

27. Click the Route of Administration drop-down and select an option.

28. Click the Frequency of Use drop-down and click status.

29. Click Age at First Use and select an option.

30. Click Days Waiting to Enter SA Treatment and select an option.

31. Click Attendance at SA Help in the last 30 Days and click status.

32. Click the Opioid Therapy drop-down and click status.

33. Click Substance Abuse Diagnosis and enter the code (must be a valid code).

34. Click Substance Abuse Problem (Secondary) and select an option.

35. If any option other than ‘None is selected’, repeat the above steps.

36. Click the SMI drop-down and click status.

37. Click the SED drop-down and click status.

38. Click Is There a Mental Health Diagnosis? and click status (system enforces ‘Yes’, if SMI and/or SED is set to ‘Yes’).

39. Click Save and Continue.

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41. Click Reference Id and enter the Docket Number.

42. Click Application Date and click date.

43. Click Appointment Date and click date.

44. Click the Guardianship Type drop-down and click type.

45. Click the Level of Guardianship drop-down and click level.

46. Click Guardian and enter the Guardian’s name.

47. Click Guardian Ad Litem and enter the Guardian Ad Litem’s name.

48. Click Date Guardian Ad Litem Report Filed and click date.

49. Click Petition Filed Date and click date.

50. Click Hearing Date 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 Medical professional determiniation drop-down and click status.

57. Click Date of Death and click date.

58. Click Notification of Death and click date.

59. Click Special Populations that are applicable for the client.

60. Click Alternatives to Guardianship that are applicable for the client.

61. Click Primary Medical Health Diagnosis and enter a diagnosis.

62. Click Save and Continue.

63. Tip: The Case fields are completely optional. You can press Save and Continue without entering any data.

64. The Client Dashboard is displayed.

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