Once all clients have been entered into your organization’s Measure database, users may then search for a client by First Name, Last Name, Funding Source, Supervisor, Language, Status, and Zone, using the filter option as shown by the arrow.
To view client information, click on the client’s first or last name. Users will be able to view the client’s homepage where they can view different Tiles for different fields, including any information that the user has been authorized to access. Some users will have ‘read-only’ access while others may be able to view and edit client information. If you wish to adjust your permissions access, contact your facility administrator.
Client Biography
‘Client Biography’ provides access to biographic information for the client. To edit/view more information, click the edit button.
Depending on your permissions access, you may be able to view and edit client biographic information here. Fields marked with '*' are mandatory.
When editing client details, the client information is broken into 4 different sections: ‘Client Biography’, ‘Client Guarantor’, ‘User Management’, and 'Siblings'.
As seen above, there are multiple fields under ‘Biography’ that can be edited as needed. Press ‘Save’ after you complete the desired edits. Pressing ‘Close’ will close this screen.
Upon filling out/editing ‘Client Biography’ you may move on to ‘Client Guarantor’ which will allow users to edit the guarantor information. Once again, the fields marked with * are mandatory to fill out. You may input a different location for the guarantor if it is different from the client's address.
'User Management' is used to provide access to parent of the parent portal and to reset the password. Limited users have access to this function.
When the client has an email in their profile, the user can send the password to the client by clicking on 'Send Password Email'.
In the when case a client is not able to login to the MPM system or is getting an invalid login error, please use this option to reset the password for that client.
'Siblings'
In case there is more than one child being treated by the clinic that is part of the same family, they can be linked to one account as siblings in the system.
If this is not done, then the parents will need to setup separate logins for each of the children's records.
When marked as siblings in the system, the parent can Login from the same user id and see the progress report for multiple children.
Under the Client homepage, you will be able to view different Tiles/Widgets for each field where you can add/edit information as shown below:
1. Authorization(s) - A user can add authorization for the client from the Authorization widget.
2. Locations - Multiple locations can be added for the client.
3. Client Communication - A user can add communications to the client.
4. Appointment - All the appointments of the client will automatically be added here.
5. Files - Add files for the client, if applicable. This tile can be expanded by clicking on the 2 arrows at the right top of the tile. (New Feature)
6. Client Custom Properties - Select any custom property and checkmark/type/select the property.
7. Client Availability - A user can view the days and timings of the client's availability.
8. Employee Exclusion - Select those employees that will not be providing services to specific clients.
9. Progress Report - To add, select the Client Profile and Progress Report Template from the drop-down.
10. Client Clinical Profile - All client clinician profiles will automatically be added here.