Create Client

 

Description

Create Client allows you to create a new client record in SRN by entering the client’s identity, contact information, address, demographics, household details, housing and health information, communication preferences, goals, and consent information required to support referrals and service coordination.

Available to:   
Agency Admins, Agency Staff 

Navigation

On the left navigation bar click “Clients,” a dropdown menu appears and then click “Create Client” 

Create Client Workflow

1. Identity
  • Client Information
  • First Name (Required)
  • Middle Name
  • Last Name (Required)
  • Birthday (Required): For more accurate input, click the calendar icon to select the exact date instead of typing in the birthday.
  • Email
  • Phone Number (Required)
  • Phone Type
  • Other Phone
  • Other Phone Type
  • Emergency Contacts
2. Address
  • Street
  • City
  • Zip Code: For clients experiencing homelessness, enter the ZIP code of their current location or the area where they most often stay to improve program search results.
  • State
  • Country
3. Demographics
  • Gender
  • Race
  • Ethnicity
  • Preferred Language
  • Languages Spoken in Household
  • Marital Status
4. Household
  • Household Information
  • Household Size
  • Income (Yearly)
  • Income Level (auto-calculated)
  • Area Median Income for Household (auto-calculated)
  • % of Area Median Income (auto-calculated)
  • Federal Poverty Level for Household (auto-calculated)
  • % of Federal Poverty Level (auto-calculated)
  • Children Under 18
  • Minor Information
  • Is Minor (checkbox)
  • Child's First Name
  • Child's Last Name
5. Housing & Health
  • Housing / Education
  • Current Living Situation
  • Employment Status
  • Highest Level of Education
  • Veteran / Military Service (checkbox)
  • Does the Client have a Disability?
  • Health Coverage Type
  • LGBTQ2S+
  • Sexual Orientation
  • Additional Demographics
  • Foster Care Status
  • Justice Involved
  • Identifiers
  • Last 4 SSN
  • HMIS ID
  • Master Patient Index (MPI)
  • MPI Source System
  • Communication Preferences
  • Enable Client Portal Access (checkbox)
  • Safe to Leave Message?
  • Preferred Contact Method
  • Best Time to Reach
  • Goals
  • Client Goal 1
  • Client Goal 2
  • Client Goal 3
  • Generate baseline EMC report from intake data (checkbox)
6. Sign Waiver

Consent Method

  • In-Person Upload
  • E-Signature
  • SMS