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 name. Click the Last Name field and enter 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 number. Click the Medicaid ID field and enter number. Tip: Not all fields are required to Find a Client. You can Find by First Name only as an example. Click Find Client. the Client ID of the individual found on the list of possible matches. The Client Dashboard is displayed. Client Contact Information From the Client Dashboard: Click Profile or Contact tab. Click any of the fields and enter/edit the information. Click Save. Client Mandated Data From the Client Dashboard: Click Mandated Data tab. Mandated Data tab will have an orange exclamation indicator if Initial Registration is missing, or if the last record occurred over 210 days ago. Click on the any of the completed records to view that Mandated Data record. Click Cancel to return to the Mandated Data tab, or click any of the other tabs on the Client Dashboard.
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 name. Click the Last Name field and enter 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 number. Click the Medicaid ID field and enter number. Tip: Not all fields are required to Find a Client. You can Find by First Name only as an example. Click Find Client. the Client ID of the individual found on the list of possible matches. The Client Dashboard is displayed. Client Contact Information From the Client Dashboard: Click Profile or Contact tab. Click any of the fields and enter/edit the information. Click Save. Client Mandated Data From the Client Dashboard: Click Mandated Data tab. Mandated Data tab will have an orange exclamation indicator if Initial Registration is missing, or if the last record occurred over 210 days ago. Click on the any of the completed records to view that Mandated Data record. Click Cancel to return to the Mandated Data tab, or click any of the other tabs on the Client Dashboard.
BHSD%20Treat%20First%20User%20Guide.docx