Add/Edit/Delete Client

What would you like to do?

Add a Client

1. Navigate to the Find/Add client screen by:

2.  Enter the Student ID and press the tab key, or enter the full or partial last name and click Find.

3.  If the client is not found, enter the last and first name, and click New Client.

4.  Click Yes to confirm.

5.  The client screen opens in a new window.  Enter information required by your center.  (Note:  If you are entering a client to make an appointment, you will most likely enter a contact method and set that method as "Ok to Contact", and then edit the client after record the first appointment.  You may see a prompt to add yourself as an assigned user on the client security tab.

6.  Click Save.

7.  Click Exit.

Edit a Client

1.  Navigate to client screen from:

2.  Click Edit on the menu bar on the client screen.

3.  Add or change information as required.  (Note:  Use the termination or deactivation processes to change user assignment to a client or the client status. Click here for information about working with client photos.)

4.  Click Save.

5.  Click Exit.

Terminate User Assignment to a Client

Your center administrator may have chosen to use the Titanium termination feature.  The termination feature creates a work flow process of tasks, notes and prompts to end a user's assignment to a client, and allow the user to document the change in user assignment in the client file. Terminating user assignment to the client may not necessarily mean that treatment in the center is being terminated.  For instance, the user may be leaving the center, or intake may be done by a user who doesn't provide ongoing service.  In both of these examples, the user no longer needs to be actively assigned to the client so the user assignment is terminated.

Click here if your center is not using the termination feature. If your center is using this feature, follow the steps below to terminate user assignment to a client.

1.  Double click the termination task on your task list.  (Note:  If you create a note using the note type designated by your center administrator for termination notes, you will see prompts to guide you through the process.)

2.  Click Yes on the pop-up box to remove the user assignment to the client.  If you click No, the task will remain on your task list.

3.  Handle termination note creation:

4.  Click Yes to confirm that the user assignment is being terminated.  If you click No, the task will remain on your task list.

5.  Depending on the settings chosen by your center administrator, if all users have been unassigned from the client, a pop up box will appear prompting you to deactivate the client.  Click Yes to change the client status to inactive.  Click No to leave the client's status active.

6.  Depending on the settings chosen by your center administrator, a pop up box will appear prompting you to restrict access to the client file.  Click Yes to restrict the client file to assigned users.  Click No to make no changes.

7.  Handle deactivation note creation:

To terminate assignments to clients without the termination feature:

1. Search for the client.

2.  Click the Edit icon on the menu bar on the client screen.

3.  Click on the client security tab.

4.  Click to uncheck the Active boxes for the desired users.

5.  Click Save.

6.  Click Exit.

7. Add a note to the client file as you normally would, if required by your center administrator.

Deactivate a Client

Your center administrator may have chosen to use the Titanium deactivation feature.  The deactivation feature creates a work flow of tasks, prompts and notes to deactivate the client, and allow the user to document the deactivation in the client's file. Click here if your center is not using the deactivation feature in Titanium.  If your center is using this feature, follow the steps below to deactivate a client.

1.  Navigate to the client screen.

2.  Click Edit on the menu bar.

3.  Click the Client Security Tab.  If users are assigned to the client, for each user:

4.  If no users are actively assigned to the client, click to uncheck the Active box on the Contact Information tab.

5.  Click Yes to deactivate the client.

6.  Depending on the settings chosen by your center administrator, a pop up box will appear prompting you to restrict access to the client file.  Click Yes to restrict the client file to assigned users.  Click No to make no changes.

7.  Depending on the settings chosen by your center administrator, a pop up box will appear prompting you to create a deactivation note.  Click Yes on the pop-up box to create a deactivation note.  Click No to skip writing the deactivation note.

8. Add the note as you normally would, including signing and locking the note.  (Note:  The deactivation note type and any required data forms were selected by your center administrator.  If you create a note using the note type designated by your center administrator for deactivation notes, you will see prompts to guide you through the deactivation process.)

To deactivate clients without the termination feature:

1. Search for the client.

2.  Click the Edit icon on the menu bar on the client screen.

3.  Click in the Active box.

4.  Click Save.

5.  Click Exit.

6. Add a note to the client file as your normally would, if required by your center administrator.

Delete a Client

You can delete a client if you have sufficient permission.  It is recommended that clients be deactivated instead of deleted in order to retain a record.

To delete a client:

1.  Navigate to the client screen from:

2.  Click Delete on the menu bar on the client screen.

3.  If prompted, type the message "DELETE ALL DATA FOR THIS CLIENT" and click Ok.

4.  Click Yes to confirm.