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» Category: New and Returning Clients  (Go back)

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Find a Client Article rated 3.7/5.0
Learn about finding existing clients including Client Profiles and Dashboards. Start Here Find Client/Activity link in the My Tasks menu of the sidebar. Instructions and Definitions There are (2) ways to 'Find a Client.' You can Find a Client using the Find Client/Activity link in the sideba...
Find Clients with "Quick Client" Article rated 3.0/5.0
Learn how to quickly find and start working with a client already entered into OCMS. Start Here The Quick Client link is at the top right corner of your screen. Instructions and Definitions Quick Client is used to find Clients (and Group Activities) that have been entered in OCMS quick...
Register a New Client Article rated 4.0/5.0
Learn how to add a new client to the OCMS.  Use the Find Client search page to see if your Client has a Profile on the system before you create a new Client Profile. Start Here From the sidebar, go to the My Tasks menu and click on Register New Client. Instructions and D
Register an Anonymous Client Article rated 2.3/5.0
Learn about entering and finding information when you don't want to record the client's name Start Here From the My Tasks menu select Register New Client/Activity. Instructions and Definitions An Anonymous Client is a person seeking information, orientation or referral service...
Family Code Article rated 5.0/5.0
Learn about the family code feature. Start Here The Family Code function is located on the Client Profile page.  A Family Code can be added when Registering a New Client or can be added to an already existing Client Profile. What is the Family Code? The Family Code allows the OCMS to ke...
Client Dashboard (Review Client History) Article rated 5.0/5.0
Learn about how to get an overview of your client's case history. Start Here To get to the Client Dashboard click on Find Client/Activity in the My Tasks menu located in the sidebar. Instructions and Definitions The Client Dashboard organizes and presents informatio...
How to Remove a Duplicate or Unwanted Client Profile Article rated 1.0/5.0
Learn about deactivating a Client Profile. Start Here Please note that all sessions for a client should be deleted before you deactivate the client. Click on Find Client/Activity in the My Tasks menu located in the sidebar. Go to the Client Profile page you want to remove.  An Anonymous Client ca...
Creating an Excel Spreadsheet for Named Clients or Group Activities Article rated 5.0/5.0
Start Here Go to the Find Client/Activity link in the Sidebar Menu. Click on Find a Client to see the Sidebar Menu link. Instructions and Definitions On the Find a Client in My Agency page, select the Client Type.  An Excel spreadsheet can be created for Named Clients or Group Activitie...
New and Returning Clients Article not rated yet
Learn how to count New and Returning Clients on reports. Definitions and Explanations Clients are defined as either New or Returning when reports are created in the OCMS. To review the New/Returning Client report click on New/Returning Clients. New Clients Clients who receive their FIRST S...
 

 
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