Contacts Tab

CONTACTS TAB - Client Profile

These fields give you the place to document information about those persons that may and/or must be contacted about the client under various circumstances.

 

There are individuals that you may be legally required to contact about the client in certain situations, so it is important to document all Contacts correctly.

 

“Contacts” is a general term that may include the client’s family, friends, agency workers, service providers and/or other people important to the client.

How to Document a Contact

• To document a Contact person for the client, CLICK ON the Contacts tab.
• Type in the requested information in the Contact Person and Contact Information boxes.

Contact Person

 

Relationship to Client:

• Select from the drop-down list the Contact Person’s relationship to the client
• Pick only one of the following answer choices:
• Child
• Friend
• Grandparent
• Parent
• Partner
• Sibling
• Spouse
• Other

• Other Contact Type
• If you select Other, enter a description of the type of contact this person is, into the textbox.

First Name (Required for mental health and substance abuse)

• TYPE the Contact’s first name into the textbox.

 

MI (Middle Initial) (Not Required)

• TYPE the Contact’s middle initial, if known, into the textbox.
• If unknown or the Contact does not have a middle initial, leave blank.

 

Last Name (Required for mental health and substance abuse)

• TYPE IN the last name of the contact person.

 

Legally Authorized Representative (Required for mental health and substance abuse)

• If the contact is the Legally Authorized Representative for the client, indicate the type.
• CLICK ON the arrow to the right of the drop down box to view the answer choices.
• The answer choices are:
  • No
  • Parent Guardian
  • Legal Guardian
  • Guardian ad litem
  • Managing Conservator
  • Other

 

Emergency Contact

• If the contact person is the “designated” Emergency Contact for the client, CLICK IN the box to make a checkmark.

 

• “Designated” means either designated by law, by the client or by organizational policy, whichever takes precedent. In some situations, authorization from the client may be required for contact.

Designated Follow-up (Required for Substance Abuse Services Only)

• If the contact person is the “designated” post-discharge Follow-up Contact for the client, CLICK IN the box to make a checkmark.
• “Designated” means either designated by law, by the client or by organizational policy, whichever takes precedent. In some situations, authorization from the client may be required for contact.

 

Primary Contact

• If the contact person is the “designated” Primary Contact for the client, CLICK IN the box to make a checkmark.
• “Designated” means either designated by law, by the client or by organizational policy, whichever takes precedent. In some situations, authorization from the client may be required for contact.

What’s Next?

• Fill in the Contact Information fields OR
• You may Save the incomplete Client Profile in Draft Status and complete it some other time.

Contact Information

• Complete all the Contact Information data fields.
• After you have entered all the information, CLICK ON the Add button toward the top right-hand corner of the page.
• After you CLICK ON the Add button, the information will appear in the Client Contact List table.
• DO NOT FORGET THIS IMPORTANT STEP.
  • If you do not press the Add button, your information can not be saved.

Same as Client (This is not a data field.)

• If you check this box, it activates a function in CMBHS that will automatically enter the client’s address information into the following fields.
• Check this box if the contact person’s address and phone number are the same as the client’s.
• If you check this box, the client’s information will automatically fill in these fields.

Address Line 1 and 2 (Not required if unavailable)

• Street address and location

Zip Code (Not required if unavailable)

• Enter the zip code.
• CMBHS will automatically display the cities for that zip code in the City field.

City (Not required if unavailable)

• If more than one City displays in the list generated by the zip code, pick only one.
• Your selection will automatically fill-in the State and County fields.

State (Not required if unavailable)

• Will automatically be filled in after you pick the city.
• After you have entered all the information, CLICK ON the Add button toward the top right-hand corner of the page.
• After you CLICK ON the Add button, the information will appear in the Client Contact List table.
• DO NOT FORGET THIS IMPORTANT STEP.
  • If you do not press the Add button, your information can not be saved.

What’s Next?

• Fill in the Identifier Information OR
• You may Save the incomplete Client Profile in Draft Status and complete it some other time.

CLICK HERE to go back to 'CLIENT PROFILE'.

NEXT,

CLICK HERE to go to the 'IDENTIFIERS TAB'