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How to Complete a CSI Demographic Record

  1. You must first have the client open, then click the Search icon.
  2. Type “CSI Standalone Collection” into the search bar.
  3. Click to select “CSI Standalone Collection (Client)” from the search results.

 

 

  1. In the CDAG Program Enrollment window pop-up, click the drop down and click to select the appropriate program.
  2. Click OK to continue.
  3. The CSI Standalone Collection document will open. Complete the document. Use the Tab key to navigate between fields.
    1. In the Client Record section, the following fields are mandatory:
      • Mother’s First Name – Type Mother’s Name, If Mother’s Name is Unknown, Type Unknown.
      • Place of Birth-Country – Select from the drop-down menu.
      • Place of Birth-State – Select from the drop-down menu.
      • Place of Brith-County – Select from the drop-down menu.
      • Gender – Select from the drop-down menu.
      • Primary Language – Select from the drop-down menu.
      • Preferred Language – Select from the drop-down menu.
      • Is the Client Hispanic or Latino ethnicity? – Select from the drop-down menu.
      • Race(s) – Select from the options within the box.
    2. In the Additional Client Information section, enter the following fields:
        • Client Index Number (CIN) – Type CIN#.
        • Has the Client Experienced a Traumatic Event? – Select from the drop-down menu.
        • Special Population – Select from the drop-down menu.
        • General Medical Condition(s)

      These fields can’t be blank. Therefore, if the client only has 1 General Medical Condition, the other 2 boxes must be filled out by selecting No general medical condition.

      • Does the client have a Substance Abuse/Dependence issue? – Select from the drop-down menu.
    3. In the Periodic Record Section, enter the following fields:
      • Current Employment Status – Select from the drop-down menu.
      • Highest Completed Education Level – Select from the drop-down menu.
      • Conservatorship/Court Status – Select from the drop-down menu.
      • Living Arrangement – Select from the drop-down menu.
      • # of Persons under the age of 18 the client is responsible for more than 50% of the time – Type #.
      • # of Persons over the age of 17 the client is responsible for more than 50% of the time – Type #.
  4. Click Sign to complete and generate the document.