Examples of Additional Client Information might be an address or alias history, a list of case managers or interested others, etc. Most of this is usually recorded under the Edit Client Information Menu Option. This section details the most commonly used features from this menu.

Address History

The Address History section provides the current address, as well as a list of previous addresses for the selected Client. Addresses are recorded during Client intake. If a Client has additional addresses that may be useful to track, the addresses can be recorded in Address History.

Recording an Address History

1. Navigate to the Client Workspace and find the Client in question. Under the Client Management Menu Group, select Edit Client Information, then select Address History.

2. The Address History form will display a list of any addresses associated with this Client. To add a new address, select Add New Address in the right-hand corner.

3. Enter the required Address information, as well as the Begin and End Date that this address was occupied by the Client.

4. Select Save to finish.
5. Once the Address has been entered, it will appear on the Address History form and can be edited using the Action button to the left of the Address Type. You can choose to View Address, Edit Address, or Delete Address as needed.

6. To create a report of the Client's Address History, on the Address History page, select Address History Report.
7. The report will open in a new window. If the report is longer than a single page, the navigation tools at the top of the page will guide you through the document. Results may be displayed in a spreadsheet or PDF.

Interested Others

An Interested Other is an individual who has an interest or important association with the Client, but has not been recorded as a family member. Information gathered from Interested Others can be used to contact Clients, especially in case of emergencies. Interested Others may include emergency contacts, physicians, counselors, friends, etc.

Creating an Interested Other

1. Navigate to the Client Workspace and find the Client in question. Under the Client Management Menu Group, select Edit Client Information, then select Interested Others.

2. The Interested Others form will display a list of any individuals associated with this Client. To add a new Interested Other, select Add New Interested Other in the right-hand corner.

3. Enter "Other" under Type/Description and complete the additional contact information for this individual.

4. Select Save to finish.
5. Once the Interested Other has been entered, they will appear on the Interested Others form and can be edited or deleted.
6. To enter multiple Interested Others for a Client quickly, select Quick Interested Others from the top right-hand corner of the Interested Others form.
7. Enter information on each row for multiple Interested Others, then select Save & Close to finish.

Waiting List

The Client Waiting List is a record of the Referrals or Facilities for which the Client has been put on a Waiting List. After Clients are added to a Waiting List, the provider assigned to the Referral is able to access the list from the Wait List in the Provider Workspace.

Accessing the Client Wait List

1. Navigate to the Client Workspace and find the Client in question. Under the Client Management Menu Group, select Edit Client Information, then select Waiting List.

2. The Client Wait List form will display a list of the Referrals or Facilities for which this particular Client is on a Wait List for. To add a new item, select Add New Wait in the righthand corner.

3. On the Wait List form, select a Service from the drop down list. Use the Find icon to locate a Provider. Enter any additional information about the Service or Provider you are arranging for.

4. Select Save to finish.
5. Once the Wait has been entered, it will appear on the Client Wait List form and can be edited using the Action button. You can choose to Edit Wait, Turn Away, or Delete Wait, as needed. If you select Turn Away, a form will open asking for a Turn Away Reason and any applicable comments.

6. You also have the option to Place Client by selecting the blue Place Client link at the end of each row on the Client Wait List form. This will open a Service Enrollment form, and will subsequently remove the Client from the Waiting List for this particular Service or Provider.

Bar List

The Bar List is a record of all the Services and Facilities from which this Client has been barred. Once they have been barred from a Service or Facility, they will not be able to check in to the Facility or receive the Service. 

Viewing a Client's Bar List and/or Adding New Restrictions

1. Navigate to the Client Workspace and find the Client in question. Under the Client Management Menu Group, select Edit Client Information, then select Bar List. 

2. The Client Bar List form will display a list of the Services or Facilities from which this Client has been barred. To add a new item, click Add New at the top of the form. 

3. Complete the information including the Begin Date of the barring, as well as the Service, Facility, and/or Program, as well as the Enforcing Organizations. If needed, you can select the checkbox to bar a Client from all Services, Facilities, or Programs. Lastly, enter one or more Reason(s) this Client is being barred and any applicable Notes.

4. Select Save to finish.
5. After a Client has been barred from a Service, Facility, or Program, the Barred From items will be displayed on the Client Bar List page. Items listed in the Bar List may be edited or deleted by using the appropriate icons.
6. To bar a Client from multiple Programs, Services, or Facilities at once, you can select either Bar from Multiple Programs, Bar from Multiple Services, or Bar from Multiple Facilities from the top of the Client Bar List.
7. These will each open multi-edit forms where you can scroll through a list of Programs, Services, etc., and use the checkbox to determine which the Client should be barred from. Use the top portion of the form to include a Begin Date and End Date for the bar, as well as the Enforcing Organizations and the Reason(s).
8. Select Save & Close to finish.

Aliases

An Alias is any name a Client may use to self-identify. An Alias is automatically created behind the scenes when the User edits the Client's name, but additional Aliases can also be added manually.

Adding a Client Alias

1. Navigate to the Client Workspace and find the Client in question. Under the Client Management Menu Group, select Edit Client Information, then select Alias History.

2. The Alias History form will display a list of names known to be associated with this Client. To add a new Alias, select Add New Alias in the right-hand corner.

3. Select the Alias Type and any additional identifying information for this Alias.

4. Select Save to finish.
5. Once an Alias has been added, it will display on the Alias History form where it can be edited or deleted.

Notifications

Notifications allow Users to enter alerts regarding a specific Client. These alerts will appear immediately once you select a particular Client, as they are displayed across the entity toolbar on the dashboard.

Viewing or Adding New Notifications for a Client

1. Navigate to the Client Workspace and find the Client in question. On the Client's dashboard, select the Notification bell icon next to their name.

2. The Notifications/Alerts form will expand out from the left side of the page. To create a new Notification, select the plus icon “+” at the top of the expanded form.

3. On the Notification form, enter a Message, Notification Type, and Priority. Then enter a Begin and End Date (if applicable), and a Status (likely "New/Pending" during the Notification creation process).

4. To view all notifications for this particular client, select the bell icon located beside the add new notification “+” icon.

5. On the Notifications/Alerts form, you have the ability to sort/filter, edit, add and delete existing notifications/alerts. 
6. You can Schedule when you would like the Notification to appear by selecting Edit on the appropriate notification/alert and select Schedule(s).

7. Select Save to finish.

Additional Client Information Menu Options include Case Managers, which lists a history of the Client's Case Manager assignments, and Incidents, which lists out a record of any Incidents on file for this Client. There are also Menu Options for Files and Identification which are storage locations for important documents, photo IDs, fingerprints, etc. 

As with aforementioned Menu Options, these forms will open options to Add, Edit, or Delete new or existing information under each category.