Revised: 07/28/2014
Go to Maintain>>Client Master
This program is used to enter and maintain client information for use in the Rep Payee program.
See Also:
Enter or select an existing Client Number to review or edit the file.
For a new Client:
If Rep Payee Settings has a number in the Last Consumer field, then leave the Client Number blank when entering a new client as the system will automatically assign the next available Consumer number.
If Rep Payee Settings has a zero in the Last Consumer field, then users should enter a new unique Client Number for the consumer.
View, edit or enter the client's Last Name.
View, edit or enter the client's First Name.
View, edit or enter the client's Middle Initial.
Select one of the following options:
Active
Inactive
View, enter or edit the client's Social Security Number.
View or select a default Paygroup for transactions. This is the Pay Group that is used for Expense and Income transactions.
View or select a default Vendor # to associate with the client for transactions. Default vendor information may be changed as needed when entering transactions.
If the client is issued checks using a vendor number, enter it here. When the client's address is updated, the linked vendor number will also be updated.
Enter a check mark in the box if this client is a Rep Payee Client.
View or select a House for the client. The name and address of the selected house will be displayed on the right.
View or select a Program for the client. The name of the program will be displayed to the right.
View, edit, enter or select the client's birth date.
View, edit, enter or select the client's date of Admission into the program.
View, edit, enter or select the date the client left the program, if applicable. If the client is still active in the program, leave this field blank.
Information in this area is not updated by the program. Users must manually update these fields.
View, enter or edit the amount the client has in their fund for burial.
View, enter or edit the amount of the client's trust fund, if applicable.
View, enter or edit a Miscellaneous Description for the miscellaneous amount enter below, if applicable.
View, enter or edit a Miscellaneous dollar Amount for the client, if applicable.
View, enter or edit the client's Medicare Number, if applicable.
View, enter or edit the client's Access Card Number, if applicable.
View, enter or edit the client's Bsu Case Number, if applicable.
View, enter or edit the client's Trust Link information to the Horizon Trust program. If this program is not used, leave this area blank.
If an address is entered below this button under Address, pressing the Update Address to House Address will overwrite/update the House address that is the assigned House on the General tab for this client.
The Client's address may be entered in the following fields. If this address should replace the "House" address that was assigned on the General tab for this client, press the Update Address to House Address button above.
Address 1 and 2
City, State and Zip Code
Trust information within the grid is updated by pulling information from the Horizon Trust Management System. If this program is not used with Rep Payee, the grid will be blank.
The following information for each of the client's trust accounts that is managed in the Horizon Trust Mangagement System will be displayed when the Update Trust Information button is used to pull the information in.
Description
Balance
Last Update
Clicking the Update Trust Information button will update the client's trust accounts in the grid.
Notes are added and stored by date and may be marked as a Special Note as well as printed.
Press the New Note button to begin adding a note by entering the current date in the Note Date field. The Note Date may be changed.
Enter a check mark in the Special Notes Only checkbox to restrict the notes in the grid to those with a checkmark in the Spec column.
Pressing the Print Note button will bring up the Print dialog box in order to print the highlighted note.
Pressing the Print All Notes button will bring up the Date Range for Note Printing box. A Start Date and End Date may be entered for a print range. The system will default to a blank Start Date and a current date for the End Date to print all notes.
When entering a new note the Note Date and Subject should be entered. The Spec box may be checked to indicate that this note should be included when the Special Notes Only box is checked as a filter. The Created By and Update By columns will be filled in or updated by the system.
After entering the header information for the note, the information to be included in the note should be entered here.
On the Function Bar at the top of the tab page are the following program features:
Add - opens Document Additions (follow the link for complete information)
Scan
First Page, Previous, Next and Last Page arrows.
Zoom with Enable Area Zoom, Enable Image Scrolling
Delete
A Category may be selected as a filter.
A Start and End Date may be entered as a filter.
When a document is attached the following information will be displayed:
Date
Title
Category
Comments