From the Home screen:
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18. Click Save and Continue. If any required fields are missing the system will display Required in that field to indicate it must be entered or selected to proceed.
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24. Click or Tab to the Primary Phone field and enter the participant's phone number or Click the Checkbox to indicate the participant has no phone.
25. Click or Tab to the Extension field and enter the participant’s extension if needed.
26. Click or Tab to the Text OK? field and enter whether the client will accept text messages at this number.
27. Click or Tab to the Message Voicemail OK? field and select to indicate if a message voicemail can be left at this number.
2628. Click or Tab to the Other Phone and enter if needed.
2729. Click or Tab to the Message field and select to indicate if a message can be left at this number if needed.
30. Click or Tab to the Extension field and enter the participant’s extension if needed.
31. Click or Tab to the Text OK? field and enter whether the client will accept text messages at this number.
2832. Click Save and Continue.
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Not all fields on the Contact screen are required-However, at least 3 Collateral Contacts per participant is required.
2933. Click the Name field under a Contact and enter a name.
3034. Click the Phone Number field under a Contact and enter a phone number.
3135. Click the Email field under a Contact and enter email address. (If the contact is associated to an Organization-Enter the name of the Organization and their Role.)
3236. Click the Relation to Client drop-down under a Contact and select a relationship status.
3337. Click Save and Continue.
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3438. Click the Project drop-down and click the ATR Project.
3539. Click the Grant drop-down and click the grant.
3640. Click the Coordinator Location drop-down and click the participant’s coordinator location.
3741. Click the Coordinator drop-down and click the participant’s coordinator.
3842. Click the Referral Provider drop-down and click the provider.
3943. Click the Referral Program drop-down and click the program.
4044. Click or Tab to the Enrollment Date field and enter the participant’s date of enrollment for ATR. (Note: The system will auto-calculate and display the Disenrollment Date and the Budget)
4145. Click Save and Continue. (Note: The system will auto-calculate the Days Remaining in the Program)
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