Identifiers Tab

IDENTIFIERS TAB - Client Profile

This Tab displays client identifier numbers that were assigned to the client when they received a benefit or service from a state funded program or if they are on a list as eligible for a state funded service or program. The person may never have actually received a service. The numbers are downloaded to Clinical Management for Behavioral Health Services (CMBHS) from other HHS data systems such as the DSHS’ WebCARE or BHIPS programs or HHS’ SAVERR or Tiers.

How to Add or Change an Identifier

• You may add identifiers to this list and you may change or remove them as well.
• CLICK ON the Identifiers tab to view or edit the client’s identifiers.
• To edit the information, first highlight one of the rows by CLICKING anywhere in the row and then CLICKING ON the Edit button.
• The information from the row you highlighted will fill in the answer boxes above.
• After editing the information, CLICK ON the Save button.

Information For NorthSTAR Users:

NorthSTAR service providers may not add or change the NorthSTAR Identification number in CMBHS. Only the NorthSTAR BHO can manually change the NorthSTAR Identification number in CMBHS. A special role, that of NorthSTAR Enrollment Specialist should be assigned to the BHO staff that will perform that function.

Update a Client Profile

If you are already in the client’s CMBHS Health Record

• If you are currently in the client’s CMBHS Health Record, the quickest way to update the client’s profile is to CLICK ON the Client’s name (underlined and in blue) at the top of the page.
• CLICKING ON this link will automatically open a box with the Client’s Profile that the user may view or update.
• The Client’s Name displays (underlined and in blue) at the top of every page of the client’s CMBHS Health Record. This ensures quick access to the Client Profile without taking the user away from the page they are working on.

If you are not at the client’s CMBHS Health Record

• Go to the Client Workspace for the client whose information you want to update. You may search for the client using Find/Add Client or you may pick the client from the Client List on your Clinical Workspace.

OR

• Go to the Clinician Workspace.
• Pick a Client from the Client List. CLICK anywhere in the row and that row will be highlighted.
• CLICK ON the Client Profile to open the Profile page. The page will display in Read-only mode.

OR

• Go to your Clinician Workspace.
• CLICK ON Find/New Client from the Client Services toolbar on the left.
• On the Client Search page, enter Search Criteria
  • CLICK HERE  for additional information on How to Search for a Client.
  • After entering the search criteria, CLICK ON the Search button.

  NOTE:

  If your search produces a large number of clients that match the search criteria, not all the results will display on the first page.It may take many pages to display them all.

  Be sure to check all the pages before creating a new client.

  The numbers at the bottom of the list of search results are the number of pages.

  CLICK ON any number to view the results on that page.

To view a Client in the Search Results

• Pick the client from the Existing Client List by CLICKING anywhere in the row with the client’s name and that row will be highlighted.
• CLICK ON the Profile button to open the Profile. It will be in view (Read-only) status when opened.
• CLICK the Edit button if you need to make changes.
• The Edit button places documents in Read-Write mode.
• You may now change the client information on any of the Client Profile Tabs
• CLICK the Save button when you have made all the needed changes.

 

CLICK HERE to go back to 'CLIENT PROFILE'.

 

 

NEXT,

CLICK HERE to go to the 'CLIENT WORKSPACE'