DESCRIPTION
The Clinical Management for Behavioral Health Services (CMBHS) Client Profile contains demographic and identifying information about a person. The information in the Client Profile may have been entered when the client received services from a Texas Health and Human Services Agency, the Texas Department of State Health Services (DSHS) provider or it may have been imported from one of the various health and human service agency data systems.
These health and human service agency data systems contain the names of clients who have received services in the recent or distant past and the names of people who are eligible to receive services but have never done so.
The CMBHS Client Profile does not contain information about the type of services received by the client or if in fact, the client actually received any services. Instead, it displays demographic and identifying information needed to determine the identity of each unique individual to avoid the entry of duplicate clients into CMBHS.
Create a New Client Profile
- Prior to creating a new Client Profile, ensure that you have thoroughly searched CMBHS, and you have verified that there is not an existing Profile for the client.
- Clients can be added to the CMBHS system by creating a Client Profile. This can be done as part of the Screening process or independent of the Screening process.
Business Rules
- If a provider is currently serving a client, the provider can either create a new CMBHS Client Profile for the client (if there is none already in CMBHS) or update the information in an existing Client Profile for that client.
- The provider creates a new electronic health record (EHR) for ever client served. One or more health records are attached to a client and to their CMBHS Client Profile.
- Once a provider has created an electronic health record for a client, the provider can view that record indefinitely, without consent from the client or their authorized representative.
- For Substance Abuse Services, when a provider has not served a client, has not created a record for the client and does not have consent for disclosure of information from the client, the provider can not view the Client’s Health Record.
- They can only view the client profile.
- They can not view clinical information about the client.
NOTE:
- Because there is no clinical information in the Client Profile, it can be viewed without a Consent for Release of Client Information signed by the client.
- Although a Provider CAN access all Client Profiles, they may only do so if they have a need to know the information that is consistent with all applicable laws and the provider’s contract with DSHS.
How to Create a New Client Profile
- After you search for a client and have not located the client, you may use the New Client button.
- CLICK ON the New Client button will take you to the beginning of the Client Profile page.
- Begin with the first tab and complete the information under each tab OR
- You may Save the incomplete Client Profile in Draft Status and complete it some other time.
The Client Profile consists of information organized under 4 tabs:
CLIENT INFORMATION
CLICK HERE for information on the Client Information Tab
ADDRESS
CLICK HERE for information on the Address Tab
CONTACTS
CLICK HERE for information on the Contacts Tab
IDENTIFIERS
CLICK HERE for information on the Identifiers Tab