| Table of Contents | ||||
|---|---|---|---|---|
|
Client Registration
Client-based projects in STAR require that the participating client(s) be individually registered in STAR. Please see the following information to register clients in STAR.
From
...
Click Client, Register.
...
Click the First Name field and enter the name.
...
Click the Last Name field and enter the name.
...
your Overview screen, click on the Client tab.
Then, select Register.
The STAR Register Client tool will load.
Fill out the requested fields:
First Name
Last Name
Date of Birth
Social Security Number (Optional)
When searching with an SSN, you must include values for the First Name, Last Name, and DOB.
The Register tool will attempt to locate any potential matches, including variations of client names.
Click Search.
...
The system
...
will display any possible matches
...
if the provided client information matches an existing client in STAR. If the client has received services at another organization in the STAR Provider Network, their profile and information will be displayed.
If a match, click on the relevant Client ID to add this client to your organization.
If you identify multiple matching clients, please let our Support Team know the relevant Client IDs and we will merge the client records.
If the returned potential clients are not a match, click None of These to proceed with registering a new client.
If no clients are returned, click on the Create New Record button to create a new client.
Tip: Registration is used to identify existing records in NMSTAR 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.
...
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 Parent 1 and enter a name.
...
Click the Phone Number field under Parent 1 and enter a phone number.
...
Click the Relation to Client drop-down under Parent 1 and select a relationship status.
...
Click the text box under Parent 1 and describe the relationship if ‘Other’ is selected in step #36.
...
Click the Name field under Parent 2 and enter a name.
...
Click the Phone Number field under Parent 2 and enter a phone number.
...
Click the Relation to Client drop-down under Parent 2 and select a relationship status.
...
Click the text box under Parent 2 and describe the relationship if ‘Other’ is selected in step #36.
...
Click the Name field under Legal Representative/Guardian and enter a name.
...
Click the Phone Number field under Legal Representative/Guardian and enter a phone number.
...
Click the Relation to Client drop-down under Legal Representative/Guardian and select a relationship status.
...
Click the text box under Legal Representative/Guardian and describe the relationship if ‘Other’ is selected in step #36.
...
Click the Name field under Emergency Contact and enter a name.
...
Click the Phone Number field under Emergency Contact and enter a phone number.
...
Click the Relation to Client drop-down under Emergency Contact and select a relationship status.
...
Click the text box under Emergency Contact and describe the relationship if ‘Other’ is selected in step #36.
...
Click the Name field under Non-medical person and enter a name.
...
Click the Phone Number field under Non-medical person and enter a phone number.
...
Click the Relation to Client drop-down under Non-medical person and select a relationship status.
...
Click the text box under Non-medical person and describe the relationship if ‘Other’ is selected in step #36.
...
Click the Name field under Other and enter a name.
...
Click the Phone Number field under Other and enter a phone number.
...
Click the Relation to Client drop-down under Other and select a relationship status.
...
Click the text box under Other and describe the relationship if ‘Other’ is selected in step #36.
...
Click Save and Continue.
...
Click Date of Initial Registration calendar and select date.
...
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 Family Member / Significant Other drop-down and select an option.
...
Click the 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.
...
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 Voluntary/Involuntary at Admission and click status.
Click Referral Source and select an option.
Step 1 of 4: Client Profile
Under the General section, provide the following information:
First Name
Middle Initial
Last Name
Suffix
SSN - indicate “No SSN?” if you do not have this information.
Date of Birth
Driver’s License #
Medical Record Number (as determined by your organization)
Under the Medicaid section, provide the following information:
Client has a Medicaid ID? - leave this checkbox blank if the client does not have a Medicaid ID. If they do, check the box.
Medicaid ID: indicate the client’s Medicaid ID.
MCO: indicate the NM MCO the client is affiliated with (BCBS, Presbyterian, etc.) (not required)
CCL: Indicate the client’s Care Coordination Level, if applicable (not required).
Under the Demographic section, provide the following information:
Gender
LGBTQ
Language
Other Language - optional text box if Language is determined as Other.
Active Military (Y/N)
Ethnicity
Tribal Affiliation (if Race includes Native American or Alaskan Native)
Other Tribal Affiliation (if Tribal Affiliation is Other)
Race (select all that apply)
Click Save and Continue.
Step 2 of 4: Contact Information
Under Address, fill out the client’s provided address:
Address Line 1
Address Line 2
City
State
Zip Code
If the client is homeless, indicate this using the “Check if client is Homeless” option.
Under Phone, fill out the client’s provided phone number:
Primary Phone Number
Message (Y/N)
Other Phone
Message (Y/N)
Click Save and Continue.
Step 3 of 4: Contacts
The contact fields are not required, but you can supply contact information for:
Legal Representative/Guardian
Emergency Contact
Non-medical person authorized to review client’s records and discuss care
Other
When doing so, please indicate the individuals:
Name
Phone Number
Email Address
Relation to Client
Click Save and Continue.
.png?version=3&modificationDate=1699983175418&cacheVersion=1&api=v2&width=739)
Step 4 of 4: Initial Registration Data
Inidcate the Date of Initial Registration as the date the client was first met with at your organization. Note: this date must precede any rendered services in STAR.
Veteran (Y/N)
Marital Status
Pregnant (if applicable)
Dependent Children
Family Member/Significant Other
Living Arrangement
Length of Time in this Arrangement (if applicable)
Education
School
Employment Status
Not in Labor Force
Source of Income
CYFD Involved
Referral Source
Criminal Justice Referral - If ‘Court/Criminal Justice Referral/Dui/Dwi’ is selected, click the Criminal Justice Referral drop-down and select an option.
...
Arrests in
...
Past 30 days
...
...
Health Insurance
...
Click the SMI drop-down and click status.
...
Click the SED drop-down and click status.
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 the Frequency of Use drop-down and click status.
...
Click Age at First Use and select an option.
...
Under the Substance Abuse section, indicate if the client has a Substance Abuse problem or select None.
If Yes, indicate the following:
Drug Code
Route of Administration
Frequency of Use
Age at First Use
Substance Abuse Problem (Secondary) if applicable, etc.
Days Waiting to Enter SA Treatment
...
...
Attendance at SA Self-Help in the last 30 Days
...
...
Opioid Therapy
...
...
Substance Abuse Diagnosis
...
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
...
Under the Mental Health section, indicate if the client has a Mental Health illness or select No.
If Yes, indicate the following:
Serious Emotional Disturbance (Y/N)
Is there a Mental Health Diagnosis?
...
(Y/N)
If yes, Diagnosis
Is there another Mental Health Diagnosis? (etc.)
Click Save and Continue.
The Client Dashboard
...
will be displayed.
Client Find
Tip: Find is used to find clients registered at your provider only.
From the Home screen:
Click Client, Find Client.
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 the Individual ID field and enter ID.
Click the Last 4 SSN field and enter the last 4 digits of the SSN.
Click Medical Record Number and enter a number.
Click the Medicaid ID field and enter a number.
Tip: Not all fields are required to Find a Client. You can Find by First Name only as an example.Click Find Client.
Click the Client ID of the individual found on the list of possible matches.
11. The Client Dashboard is displayed.
Client Contact Information
From the Client Dashboard:
Click Profile, Address & Phone, or Contact tab.
Click any of the fields and enter/edit the information.
Click Save.
The Client Dashboard is displayed.
.png?version=3&modificationDate=1699983175418&cacheVersion=1&api=v2&width=760)