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Adding New Clients |
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To add a new client to
Pathways, go to the Clients Window and click the "Add
New Client" button. The Client Intake window will open.
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Client Information
Enter the client’s name,
address, telephone numbers, and the best time to reach the
client. |
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Intake Information
Date of Intake: Enter the
date of intake if different that the current date. Dates
should be entered in the MMDDYY format.
Pathways Client & Case Number: Pathways automatically
generates a client number, but it can be changed by the
user. Client numbers must be unique to each client.
Gender/Marital Status: Select client’s gender and
marital status from the dropdown list, or type in
another selection.
Date of Birth: Enter the client’s date of birth.
Pathways calculates the client’s age, and if the client
is a minor, prompts for the parent/guardian name. |
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Client Contacts
Enter the name and number
of the client’s emergency contact. Click “More Contacts”
if the client has other contacts involved with their
case, such as a caseworker or parole officer. The Client
Contacts window will open.
Read More >> |
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Scheduling
 Location:
Enter the location at which the client usual attends sessions.
This will be the default for future appointments.
Preferred Time: Enter the client’s usual or preferred time for
sessions. This will be used as the default time for future
sessions for the client. This should be in the HH:MM format,
with a following designation of AM or PM. For example, 4 PM
would be entered as 04:00PM.
Click the schedule button to set up
recurring appointments for the client.
Read More >> |
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Billing & Payments
Method
of Payment: Select the client’s method of payment from
the list of payors.
Usual Billing Rate: Enter the rate at which the client
is usually billed, if different from the
provider’s usual charge.
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Referral and Services
If applicable, indicate
who referred the client for services from the list of
resource organizations. If no organizations appear on
the list, right-click to edit.
Enter the reason for the referral, and the client’s
primary reason for attending counseling. |
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Reviewing Client Records |
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