{"id":655,"date":"2015-01-19T14:43:58","date_gmt":"2015-01-19T14:43:58","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=655"},"modified":"2017-06-01T21:08:43","modified_gmt":"2017-06-01T21:08:43","slug":"the-client-summary-page","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=655","title":{"rendered":"Client Summary Page"},"content":{"rendered":"<div class=\"et_pb_section\">\n\t\t\t\n\t\t\t<div class=\"et_pb_row\">\n\t\t\t<div class=\"et_pb_column et_pb_column_2_3\">\n\t\t\t<div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<h3>The Client Summary Page<\/h3>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<div style=\"width: 1080px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-655-1\" width=\"1080\" height=\"608\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/10\/Client-Summary-Page.mp4?_=1\" \/><a href=\"https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/10\/Client-Summary-Page.mp4\">https:\/\/roxysoftware.com\/wp-content\/uploads\/2015\/10\/Client-Summary-Page.mp4<\/a><\/video><\/div>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p>The <strong>Client Summary Page<\/strong> is the first page you see when you open an existing client file (go to <a title=\"Open an Existing Client File\" href=\"https:\/\/roxysoftware.com\/?page_id=651\"><strong>Open an Existing Client File<\/strong><\/a> for detailed steps.)\u00a0 The summary page shows the client\u2019s current information, so you can immediately see important details at a glance.<\/p>\n<p>At the top of your screen, you have three additional buttons.\u00a0 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.<\/p>\n<p>Right beneath the button bar, the client&#8217;s name is shown.\u00a0 Select <strong>Client Record<\/strong> (beside the client&#8217;s name) to see all the sections in the client file, and select any section to open it.<\/p>\n<p><strong>Alerts<\/strong><\/p>\n<p>If any priority alerts are entered on the Basic Information page, they&#8217;ll appear in this section.<\/p>\n<p><strong>Current Status &#8211; Key Items<\/strong><\/p>\n<p>This section shows the current status of key items from the <strong>History<\/strong> section of the file:<\/p>\n<ul>\n<li>program(s) the client is enrolled in<\/li>\n<li>residence where the client lives<\/li>\n<li>education status<\/li>\n<li>employment status<\/li>\n<li>financial source<\/li>\n<li>legal problems<\/li>\n<li>hospitalization<\/li>\n<\/ul>\n<p>Select any of these items to open the related current record.\u00a0 Or, if there is no current information entered for a particular item, you can select that item in order to enter current information.\u00a0 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.<\/p>\n<p><strong>Contact People<\/strong><\/p>\n<p>This section shows contact people that have been entered for the client, including their role and phone number.\u00a0 Emergency contacts will have a red phone beside their name.\u00a0 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.<\/p>\n<p><strong>Recent Case Notes<\/strong><\/p>\n<p>This section shows the most recent case notes entered for the client.\u00a0 Select any of the notes shown to open it, or select the Create icon to enter a new note.<\/p>\n<p><strong>Current Status &#8211; Additional Items<\/strong><\/p>\n<p>This section shows the status of additional items that have been entered in the <strong>History<\/strong> section of the file.\u00a0 This section only appears on the summary page if there are relevant history items currently entered.<\/p>\n<p><strong>Tip:\u00a0<\/strong> select the related icon for any of the lists to view all the records in that section of the client file:<\/p>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" alt=\"\" src=\"data:image\/png;base64,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\" \/><\/p>\n\n\t\t<\/div> <!-- .et_pb_text --><div class=\"et_pb_text et_pb_bg_layout_light et_pb_text_align_left\">\n\t\t\t\n<p><a title=\"Add a New Client File\" href=\"https:\/\/roxysoftware.com\/?page_id=657\"><strong>Add a New Client File<\/strong><\/a><\/p>\n<p>Back to <a title=\"Pirouette User Training Guide \u2013 Contents\" href=\"https:\/\/roxysoftware.com\/?page_id=523\"><strong>Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> <!-- .et_pb_text -->\n\t\t<\/div> <!-- .et_pb_column --><div class=\"et_pb_column et_pb_column_1_3\">\n\t\t\t\n\t\t<\/div> <!-- .et_pb_column -->\n\t\t<\/div> <!-- .et_pb_row -->\n\t\t<\/div> <!-- .et_pb_section -->\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":523,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-655","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/655","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=655"}],"version-history":[{"count":23,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/655\/revisions"}],"predecessor-version":[{"id":3143,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/655\/revisions\/3143"}],"up":[{"embeddable":true,"href":"https:\/\/roxysoftware.com\/index.php?rest_route=\/wp\/v2\/pages\/523"}],"wp:attachment":[{"href":"https:\/\/roxysoftware.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=655"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}