Client Agency

You will find information about the client related to your agency on the Agency tab:

On this Card:	You will find these Fields:
Agency Information	Intake Date Discharge Date Years Served (Calculated/Read Only) (Based on the Intake Date and the Current Date or the Discharge Date) Medicaid Number Medicare Number
Agency Contacts	Case Manager Manager Nurse QA Coordinator QIDP Service Coordinator Social Worker Supervisor Select the next to the agency contact to view the contact information.
Client Placements	The client's placements can be added, viewed and edited from the Placements card. When adding a new placement you will be prompted to select the department and program of the placement so that you can find the correct placement. You can then enter the Begin Date and End Date and mark as the Primary Placement for This Type. Only one Residential and one Vocational Placement can be marked as primary. Note: There is a special report called Active Clients Not Currently in a Placement that you can run to find any client not assigned to a placement. After you save the placement, you can open it and view or modify the following information about the client placement: Placement (Select the next to the Placement (Location) to view the Physical Location and then select the next to the Physical Location to view the address and contact information.) Begin Date End Date Primary Placement for this Type Years in Placement (Calculated/Read Only) (Based on the Start Date and the Current Date or the End Date) Reason for Leaving Reason for Leaving Notes Placement Contact Vocational Position Vocation Hourly Rate Level of Staffing Transportation Notes Use for EVV - If selected, you are using global locations, and you have a coombined datable, then the service location tied to this placement’s global location can sync to the client’s EVV addresses. You will need to put in a support ticket to have this sync set up. You can also access the client's notebooks and notes for the client placement.
Referral Information	Referral Date Referral Number Referral Source Referral Source Phone Number/Type Referral Source Email Address/Type Referred By Name Referred By Address 1 & 2 Referred By City, State, Zip Code

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