Demographics

Details

• ProviderConnect providers can view and edit client demographic information.
• Client records are entered in Avatar PM (Admission form), and are available for viewing by a user associated with the ProviderConnect agency.
• When client demographic data is edited in Avatar PM (Admission, and Update Client Data forms) the data is updated in ProviderConnect.

Steps

1. In the Main Menu click Lookup Client.

• The Search Criteria screen displays.

2. Enter the client's name, ID, social security number.

3. Select the provider agency associated to the client.

• Enter no data, click Search by Criteria to display all clients.

4. Click Search By Criteria.

• The Search Results screen displays.

5. Click a client ID number.

• The ProviderConnect Demographic screen displays for the client and agency.
• Client links display on the Client Sidebar menu.

Note: The ’Income-Household Gross Annual Income’ field in the ProviderConnect Demographic record is entered in Avatar PM (Financial Investigation form).