Client List Operations
The Client Edit information requirements.
Requires an empty dashboard.
Empty the dashboard by clicking on the Client Dashboard menu item.
Click on the New Client button.
| 1. |
First Name |
12. |
Veteran? |
| 2. |
Middle Name |
13. |
Married? |
| 3. |
Last Name |
14. |
Race |
| 4. |
Suffix |
15. |
Ethnicity |
| 5. |
Nickname/Alias |
16. |
Disability |
| 6. |
Date of Birth |
17. |
Primary Language |
| 7. |
Gender |
18. |
Secondary Language |
| 8. |
SSN |
19. |
Other Language (includes ASL) |
| 9. |
Effective Start Date |
20. |
Requires Interpretor |
| 10. |
Effective End Date |
21. |
Deceased? |
| 11. |
Provider Group |
|
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