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Add a Client Check-In: 

From the Client Dashboard:

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

  6. Click the Pregnant drop-down and click status.

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

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

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

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

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

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

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

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

  15. Click the 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 the Mandated Data tab.

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

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

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

  5. Click Date of Deactivation calendar and click date.

  6. Click Veteran drop-down and click status.

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

  8. Click the Pregnant drop-down and click status.

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

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

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

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

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

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

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

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

  17. Click the 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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