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1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click Clients on the submenu

4. Search for the client by typing their name in Type Client Name and selecting their name when it appears

5. Click Search

6. Select the client from the table by clicking anywhere in the row

7. This will open up the Client Details page

8. Scroll down and click on Accounts tab located under the Basic Demographicstab 

9. Select the account by clicking anywhere in the row

10. The Accounts Details page will open up and display account details for the user to view

11. Click Actions button

12. Select Edit Account

13. Edit the form wizard as necessary

To deactivate the service account, change the status to Inactive

14. 1. Client service accounts should be deactivated when the client discontinues the service i.e., client is discharged or moves from one program to another, deactivate the first program they no longer receive services at

1. To deactivate the service account, change the status to Inactive

15. Click Save

16. Click Yes on the confirmation alert window

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1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs) or Cost Center from the submenu

4. Search for the Cost Center or Program by typing the name in filters and selecting it when it comes up

5. Click Search

6. Select the Cost Center or Program from the table by clicking anywhere in the row

7. This will open up the Cost Center or (Program Name) Details page

8. Scroll down and click on Accounts tab located under the Cost Center or (Type of Program) Program Detailstab 

9. Select the account by clicking anywhere in the row

10. The Accounts Details page will open up and display account details for the user to view

11. Click Actions button

12. Select Edit Account

13. Edit the form wizard as necessary

14. To deactivate the service account, change the status to Inactive

15. 1. Client service accounts should be deactivated when the client discontinues the service i.e., client is discharged or moves from one program to another, deactivate the first program they no longer receive services at

1. To deactivate the service account, change the status to Inactive

16. Click Save

17. Click Yes on the confirmation alert window

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