SMART Tip Sheets

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SMART Tip Sheets
Adding A New Client Client Search Client Profile
This tip sheet focuses on the elements required
for adding a new client and starting a new
episode of care (Intake). Total Pages 3
Maryland March 23, 2006 BGR Technical Support
301.397.2330
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Miscellaneous Notes
Adding A New Client

• Client Search
• Entry Steps Login, Select Facility, Select
  Client List from left Menu to generate the Client
  Search Screen.
• Client Search Before adding a client to SMART,
  you should make sure that the client has not been
  admitted to your agency/facility previously. You
  can search for a client by entering the clients
  First Name, Last Name, SSN, DOB or a combination
  thereof. The more criteria you search by, the
  more specific the search. You can also broaden
  your search by using an in place of letters
  you are unsure of in a name (e.g. bro).
• Note To search for active and closed clients,
  choose All Clients in the Case Status field. To
  search for all active clients, choose Clients
  with Open Cases. To generate a list of a staffs
  active cases, you would choose the staff member
  and then choose Clients with Open Cases. When
  you have entered your search criteria, click Go.
• 3. Client List If your client exists in your
  agency, it will appear in the Client List. To
  view an existing clients profile, click
  Profile or to view past activity for the
  client, click Activity List.
• 4. Adding Client If the client is not found
  through the Client Search process, proceed to
  Add Client.

Search Criteria
Add Client
View clients existing Profile or Activity List.
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Miscellaneous Notes
Adding A New Client

• Create Client Profile
• Entry Steps Login, Select Facility, Client List.
• Add Client After searching for the client you
  determined that s/he does not have a record at
  your agency/facility. Click Add Client.
• Create Client Profile To complete a client
  profile, you must complete all of the required
  fields highlighted in yellow. There are several
  screens associated with the Client Profile,
  including Alternate Names, Contact Information,
  Additional Information, Collateral Contacts,
  Other Numbers and History.
• ? Click Add Alternate Names if the client has a
  nick name, name change through marriage or
  divorce, etc. Click Next.
• ? Add the clients address and telephone numbers
  under Contact Information. Click Next.
• ? Add race and ethnicity, as well as educational
  status under Additional Information. Click Next.
• ? Add spouse contacts, parents, guardians,
  probation officers, etc. under Collateral
  Contacts. Click Next.
• ? Other Numbers can also be added, such as court
  docket numbers, Click Next.
• After completing all sections of the module,
  click Finish to return you to the screen you
  started from or Save to save your work and stay
  on this page.

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