Case Information - Client Tab

The Case Information - Client Tab page displays information for the selected client. This page is accessed from the following pages based on the action performed:

·          Case / Client List

·          Case Information - Case Tab

·          Case Information - Card Tab

·          Case Information - Benefit Tab

 

The Case Information - Case Tab page has two sections:

·          Case Information - as seen in the upper half section of the page

·          Client Information - as seen in the lower half section of the page.

Case Information

This section displays the following Read-Only fields:

·          Account #

·          Agency

·          Case #

·          Name

·          Client Status

·          Card #

·          Access

·          Available

 

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Client Information

This section displays the following tabs and fields:

Tabs

·          Case - Click this tab. The Case Information - Case Tab page displays.

·          Client - .(Default Display).

·          Card - Click this tab. The Case Information - Card Tab page displays.

·          Benefit - Click this tab. The Case Information - Benefit Tab page displays.

Fields

·          First Name

·          Middle Name

·          Last Name

·          Address 1

·          Address 2

·          Address 3

·          City

·          State

·          In Care Of

·          Optional ID

·          ID Type

·          Updated By (Read-Only)

·          Date of Birth

·          SSN

·          Home Phone Number

·          Password

·          Client Status

·          Benefit Access

·          Last Updated (Read-Only)

 

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The page has the following buttons and links:

Buttons

Refresh

Update

 

Links

·          Client / Transaction Search

·          Issue Card

·          Create Account

·          Merchant Search

·          Help

·          Back to Case / Client

·          Add Client

·          Direct Deposit

·          Hold Flags List

·          FS Conversion

·          Repayments

·          Cash Conversion

·          Back to Top

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The Hold Flags List link only displays if the State uses this feature.

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See Also:

Adding a Client

Changing the Client Status

Searching for a Client

Updating Client Information - Client Tab