Used to record an unlimited number of classifications as needed per Client. This feature is mostly used to record client-specific data that may not have an existing field in the Client Profile. Classifications are user-defined. Classifications are also related to Custom Questions.
Navigation Menu
Main Menu > Clients > Classifications
Applies To: Enterprise Plus
Details
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Classification: Client Classification pulled from the user-defined Classifications select list. Required field.
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Eligibility Start Date: Start Date of Classification Eligibility.
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Eligibility End Date: End Date of Classification Eligibility.
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Review Date: A future date when the classification needs to be reviewed.
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Notes: Notes or miscellaneous information relevant to the classification record.
Available Functions
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Add Multiple: This button allows users to enter multiple Classification records in one step. Click the Add Multiple button, place checkmarks for as many Classifications as desired, and click OK to close and save.
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This feature will not create duplicate records.
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Click Cancel to close and not save.
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Classifications are in category order. The only classifications that display are those not tagged as Category = WebReg, Program Display = Only, and must have a Category.
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Use the record Edit button to make changes to an individual existing classification record or Delete to remove a Classification record.
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User permissions apply.
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- Clone/Move: This action allows a user to copy or move the custom question reply to a different assignment of the same client.