How to Add Client Admission Info

Adding Admission Info

The Admissions tab is where you add client admission/discharge info.

1. With the client record open, click on History
2. Click on the Admissions tab
3. Click on the Add button
4. Select an Admission type from the drop-down (required).

Helpful Hint: Options that are available include the following: Admission, Discharge, Referral, Transfer, and Other.

5. Select a Cost Center from the drop-down (required).

• Note: Cost centers are typically established at the onset of implementation and generally refer to separate physical locations or individual programs within the company.

6. Enter a Date, Contact Date, Referral Date, and/or Request Service Date (all optional).
7. Select a Reason and enter Notes (both optional).
8. Click on the Save button.

Adding Admission Info

Adding Admission Info: Options

Once the admission information is saved, additional options become available.

A. The Tasks option is available for sending a task related to admission information.

B. The DMS option is available for uploading/downloading a copy of admission info.

C. The Add Form link allows you to add admission info by using a Webform.

D. Delete is available for removing admission info from a client record.