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In This Section


  • The first tab in the Client File is the demographics tab.
  • Click the pencil icon to the right of the client's name to edit basic client information such as name, SSN, DOB, etc.
Client file 2.png

Adding Phone Numbers

  • You can add as many phone numbers for a client as needed by clicking the Add New Phone button.
Demo 1.png

  • This will display the New Phone dialog box.
Demo 2.png

  • Pay special attention to a couple of fields.
    • Reminder: Whether this phone number should be included in the list of numbers for reminder calls.
    • HIPPA: Whether this is a HIPPA compliant phone number.

Adding Addresses

  • To add a new address to the client file, click the Add New Address button.
Demo 3.png
Demo 4.png

Adding Email Addresses

Email address workflow.png

Adding Extended Information

  • Click the pencil icon next to Extended Information to document information such as race, ethnicity, primary language, etc.
  • Click the Magnifying Glass icon to view any information that has already been entered.
Demo 7.png

  • Extended Information includes the following fields:
    • Ethnicity
    • Race
    • Tribal Affiliation
    • Marital Status
    • Primary Language
    • Second Language
    • Third Language
    • Fourth Language
    • Needs Translator
    • Sexual Orientation
    • Religion
    • Living Arrangements
    • Living Situation
    • Number of Dependents
    • Dx Category at Time of Registration
    • First app offer
    • JJ Involvement
    • PS Involvement
    • CYFD Child Target Population
    • Child Target Population Reason
    • Agency Involvement other than CYFD
    • Income Support Division
    • Medicaid
    • Social Security
    • Public Health
    • HUD
    • Mental Health Agency
    • School Program
    • Disability Support
    • Other Agency

Adding External Information

  • The client's PCP or pharmacy can be entered in this section.
Demo 8.png

Adding Relationships

  • By default, the system will create the "self" relationship.
  • This represents the client and cannot be deleted.
  • To edit an existing relationship click the pencil icon.
Demo 9.png

  • Click the Add New Relationship button to create a new relationship.
Demo 10.png