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Add a Client Check-In: 

From the Client Dashboard:

  1.  Click Mandated Data tab.

  2. Click Add Assessment drop-down and click Update.

  3. Click Date of Update calendar and click date.

  4. Click Veteran drop-down and click status.

  5. Click Marital Status drop-down and click status.

  6. Click Pregnant drop-down and click status.

  7. Click Living Arrangement drop-down and click arrangement.

  8. Click Education drop-down and click status.

  9. Click School Attendance Status drop-down and click status.

  10. Click Employment Status drop-down and click status.

  11. Click Source of income drop-down and click source.

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

  13. Click SMI drop-down and click status.

  14. Click SED drop-down and click status.

  15. Click Codependent drop-down and click status.

  16. Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.

  17. Additional fields will display for entry as needed.

  18. Complete the entry/selection for the displayed required fields.

 

Deactivate a Client:

From the Client Dashboard:

  1.  Click Mandated Data tab.

  2. Click Add Assessment drop-down and click Discharge.

  3. Click Date of Last Contact calendar and click date.

  4. Click Discharge Reason drop-down and click reason.

  5. Click Date of Deactivation calendar and click date.

  6. Click Veteran drop-down and click status.

  7. Click Marital Status drop-down and click status.

  8. Click Pregnant drop-down and click status.

  9. Click Living Arrangement drop-down and click arrangement.

  10. Click Education drop-down and click status.

  11. Click School Attendance Status drop-down and click status.

  12. Click Employment Status drop-down and click status.

  13. Click Source of income drop-down and click income.

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

  15. Click SMI drop-down and click status.

  16. Click SED drop-down and click status.

  17. Click Codependent drop-down and click status.

  18. Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.

  19. Additional fields will display for entry as needed.

  20. Complete the entry/selection for the displayed required fields.

 

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