The Client Summary Page
The Client Summary Page is the first page you see when you open an existing client file (go to Open an Existing Client File for detailed steps.) The summary page shows the client’s current information, so you can immediately see important details at a glance.
At the top of your screen, you have three additional buttons. The Back and Next buttons allow you to go to different sections within the file; and the Save button allows you to save any data you enter in the file.
Right beneath the button bar, the client’s name is shown. Select Client Record (beside the client’s name) to see all the sections in the client file, and select any section to open it.
Alerts
If any priority alerts are entered on the Basic Information page, they’ll appear in this section.
Current Status – Key Items
This section shows the current status of key items from the History section of the file:
- program(s) the client is enrolled in
- residence where the client lives
- education status
- employment status
- financial source
- legal problems
- hospitalization
Select any of these items to open the related current record. Or, if there is no current information entered for a particular item, you can select that item in order to enter current information. You can also select the Create icon in the upper right corner of this section to open the New History Item Helper, which will allow you to create any type of history item.
Contact People
This section shows contact people that have been entered for the client, including their role and phone number. Emergency contacts will have a red phone beside their name. Select any of the contact names shown to open the related record, or select the Create icon to enter a record for a new contact person.
Recent Case Notes
This section shows the most recent case notes entered for the client. Select any of the notes shown to open it, or select the Create icon to enter a new note.
Current Status – Additional Items
This section shows the status of additional items that have been entered in the History section of the file. This section only appears on the summary page if there are relevant history items currently entered.
Tip: select the related icon for any of the lists to view all the records in that section of the client file:
