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How to Request the Client into a Program

Whenever a client is scheduled into a bed they have to be marked as Requested into a Program. This is needed for CDAG.

  1. With an active client selected, click the Search icon.
    1. See General Client Search for details on opening the active client’s record.
  2. Type ‘Client Programs’ into the search bar.
  3. Click to select Client Programs (Client).     
  1. Once you’re in the Client Programs screen, click the New icon in the tool bar
  1. Once in Program Assignment Details, select the program from Program Name.
  2. In the Current Status field, select Requested.
  3. Enter the Requested Date, most of the time this is the current date.
  4. Complete any other fields as needed.
  5. Click Save and Close in the tool bar.
  1.  The client is now requested into the program.