Page Comparison

Adding a Funder

From Clients, Select your client of choice, and Click on Funders from the menu on the left. Click the grey bar to Add a funder or click View if already added:

Edit the Funder Information. Select the appropriate Service Line(s) and complete all required fields ( * ):

Click Add when completed.

• The Add the SAMPLE FUNDER will be added to the clientclients

• Clients must have a funder in order to use Funder Reports.

Optional: Adding Diagnoses

Click on Diagnosis from the menu on the left, then click “Add Diagnosis”.

On the Diagnosis pop up, you can search by description diagnosis code, or enter a custom code

Once you have entered a diagnosis name/code and selected at least one Service Line

Click submit to save the diagnosis to the client.

• A funder and service line must first be assigned to the client before adding the diagnosis.

• For more information on client diagnoses refer to How to Add Client Diagnosis

Optional: Contacts

To add in Contact information such as a Parent or Guardians, select Contacts from the menu on the left. Then click Add New Contact:

Enter information in the required fields. For the purpose of Creating a Parent Log in, entering the contact’s email is necessary. Once you enter the contact’s email, options for the parent portal will show up at the bottom of the pop-up. Check off that box if desired and click Add:

• If the option for a portal account has been selected, the contact will receive an email with a web link to register. The link will expire after 48 hours in which case reselecting the option will send a new link.

  • For more information on creating a Parent Log In, refer to /wiki/spaces/RBS/pages/13369379.

Optional: Client Notes

Click on Notes from the menu on the left.

Click “Add New Notes” to create a new Client Note.

Complete the following Required fields:

• Note Type

• Title

• Notes

THEN Click Save

• Client Note Types can be created to categorize the type of notes users will be able to choose from in the Client Profile

• If you do not see the Notes section, then you have not been given permissions to access this area. Please discuss with account administrator for access.

• For more detailed information on client notes, refer to Managing Client Communication Notes