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Program Managers and Vendors can Find Clients and view their Client Dashboard.
Client Information
Data entered during client registration is displayed on the right side tabs. To view the information click the tab heading.
Profile
After a client has been registered you can view the Profile, Contacts, and Address & Phone information.
From the Client’s Dashboard:
Click Profile, Contacts, or Address & Phone tab.
Client Mandated Data
For some projects, Mandated Data is collected. To view the information, click the Mandated Data tab heading. Mandated Data is requried to be updated (Client Check-In) every 210 days as a client is receiving services from a provider. The most recent record is displayed on the top of the list. To view the entries for that record, click the Title link.Client Mandated Data
Client ProjectsNotes
Client Notes
Client Services
Client Surveys/AssessmentsNotes about a client can be entered by vendors.
From the Client’s Dashboard:
Click the Note tab.
Client Services
Services the client has received are viewable.
From the Client’s Dashboard:
Click the Services tab.
Client Surveys/Assessments
Surveys and Assessments that have been completed for a client are viewable.
From the Client’s Dashboard:
Click the Survey tab.
Click the … for a survey to download a pdf.