Revised: 07/02/2015
Go to Maintain>>Client Master
Client Number - depending upon your Rep Payee Settings you will either need to enter a unique number or leave this field blank to have the system assign a number. Tab
Enter the Last Name and tab
Enter the First name and tab
Enter the Middle Initial (if applicable) and tab
General
Parameters
Select the client's status and tab. Inactive Clients are not available for income or expense entry.
Enter the client's Soc Sec # and tab
Select the default Paygroup for the client and tab. The Pay Group will tell the program which checkbook the client's money is kept in. So if you have multiple checkbooks, this must be filled in.
Tab through the Vendor # field to leave it blank (this field is currently used to create payout transactions; most organizations do not use this field)
If this is a Rep Payee Client, use the space bar or the mouse to checkmark the field for "Rep Payee Client" otherwise leave this field blank and tab
House/Program Information
Select the Client's House from the menu and tab
Select the Client's program code from the drop down menu and tab
Important Dates
Enter the Client's Date of Birth and tab
Enter the Client's Admission date and tab
Enter the Client's date of Discharge, if applicable, or leave this field blank and tab
Financial Trust Tracking - Not Linked
Enter amounts (tabbing between each field) for Other Burial, Other Trust, Misc Desc, Misc Amount for trusts that are not linked and tab
Client Identification
Enter the client’s Medicare #, Access Card #, BSU Case #, Trust Link and Bank Link if your organization tracks these numbers tab through each field to enter information or to go to the address page
Address
If you assigned the Client to a house on the previous tab and this is the address you wish to assign to the client simply hit the Update address to House Address button. This will fill in the address that you assigned to that specific house when you initially entered that house.
If you wish to enter an address other than the address assigned to the house, or if this client is not assigned to a house; you may simply enter the appropriate information in the address, city, state and zip code fields
Linked Trust Information
Once you have the address tab filled out, simply tab, or click your mouse on the linked trust information tab. This section is used to track linked trust information. See: Pull Trust Activity
Notes
Next click on the notes tab. This area can be used to enter free text notes that will stay attached to this client. These notes can be seen by anyone who accesses the Client Master
Click save to save the client information that you have entered.
How to Modify Client Information
Go to Maintain>> Client Master
Next to Client number; hit the browse button and select the Client you wish to modify from the client list.
This will bring the selected Client to the current view
Using your mouse you can click from tab to tab and change the necessary information
Hit save to save your changes.