Contact Information for clients referred to your project can be found in the Client Contact Information sub-assessment under the Client Profile tab. All users viewing client records under their default EDA can access this. The sub-assessment can also be used by agencies to document or update client contact information whenever required. This information is shared globally across the system. Visibility for locked records remains unchanged.
Prior to accessing the client record, make sure you are not in any EDA mode as this will limit visibility to the sub-assessment. This can be verified by ensuring that the "Enter Data As" field at the top right of the window is blank and does not contain a specific project.
The Contact Information sub-assessment Should Not be accessed through the 1474 Coordinated Entry enrollment.
Accessing Contact Information
- Search for Client or Select Client via Incoming Referrals counts report
- On the Client Summary page, Click the Client Profile tab
- The Client Contact Information sub-assessment can be found in the 3rd table from the top
Please note the contact information sub-assessment might take a few seconds to appear after clicking the Client Profile tab.