Client Registration:
The above screen appears after Client Data has been selected from the Menu bar and one of the following options was selected.
- select Add to Add a New Client
- select Change to Change Client Information
- select Close to Close Client Information
Enter the Client ID. Select the type of client information to be added, changed, or closed by checking the check boxes (Demographic, Mental Health, Developmental Disabilities, and/or Guardian Information) (Prioritization of Urgency of Needs (PUNS), or Active Treatment for PAS agencies only). Click on CONTINUE.
The ADD NEW CLIENT option is used to identify clients receiving services reported to the Reporting of Community Services (ROCS) System, the Mental Health Billing System (MRO/MCO), and the Fee For Services Billing System. The client registration process may consist of up to four different screens per client ID. At the time of registration, each client MUST have a CLIENT DEMOGRAPHIC INFORMATION data screen and a corresponding CLIENT MENTAL HEALTH (MH) INFORMATION and/or CLIENT DEVELOPMENTAL DISABILITIES (DD) INFORMATION data screen reported. Guardian information must also be reported, if applicable.
The CHANGE CLIENT INFORMATION may only be used when all records for the client ID are pending, accepted or rejected. It will not work if any records are in submit status. Client ID changes are best done after all services/bills have been updated and before submitting new records to DHS for processing.
The CLOSE CLIENT option is used to close a client's MENTAL HEALTH (MH) and/or DEVELOPMENTAL DISABILITIES (DD) case registration information.
