How do I...

Update a client Phone number?

Add or remove an emergency contact?

enter an existing client into a new program using the “Cloning tool,” then discharge from their first program using the “Discharge” tool?

UPDATE A CLIENT ADDRESS?

(no sound, 85 Seconds)

Update a client address?

(w/sound, 245 seconds)

How to update caseloads, change or reassign primary workers, assign backup primary workers.

How to Send an ROI from Email or E Fax Remotely

How to Create an ID Card for a Client from ServicePoint(HMIS)

supported employment training: Discharges, notes, identifiers 11-29-2018