How To Identify a Client as Katie-A or Other Special Population

  1. With a client selected in the header, click the Search icon.
  2. Type Special Populations in the search bar.
  3. Click to select Special Populations LP (Client).
  4. This takes you to the Special Populations list page. This will show you any special populations that the client is already associated with. To add a special population, click on the New icon.
  5. Select the special population and enter the start date.
  6. Click Save and then close.
  7. This takes you back to the list page, where you can confirm the entry.
  8. To edit a special population identifier, click on the link in the special population column
  9. This takes you back to the Special Populations Detail screen. Make the edits, for example, adding an end date.
  10. Once you’ve finished with your edits, click Save and close.