How to place a Legal Status order in Client Orders

This will go over placing a legal status order in client orders. This order Identifies the client’s legal status when the legal status order is placed. You can add multiple statuses at a time to this column through the Client Order that’s placed. To remove a legal status, the client order must be at its end date.  

  1. Click on the Search icon with the client open. 
  2. Type Client Orders in the search bar.
  3. Select Client Orders (Client) from the search results.
  1. This will bring up the Client Orders (Client) list page. Use the filters as needed.
  1. Click the New button in the top right.
  1. The CDAG Program Enrollment window will pop up. Select the correct Program Enrollment from the available options.
  2. Click OK.
  1. In the Search bar, type in Legal and select Legal Status.
  1. Enter the End Date and End Time.
  2. Add comments. 
  3. Scroll down.
  1. Complete the Hold Expires, Review Hearing Scheduled, Disposition of Hearing/Review, Reason hold was rescinded fields (if applicable).
  2. Click Insert.
  3. Click Sign.

Video Walk-Through