Enrolling Clients via the Client Module

This article gives you instructions on how to enroll a client via the Client Module. 

Important Notes:

Below are three different instructions for enrolling a client.  Enrolling a client that is enrolled in other programs, enrolling a discharged client, and enrolling a new client. Please be sure to follow the correct instructions. 

To avoid duplicate people/clients in Evolv, always us the date of birth and/or social security number, and/or Medicaid number when searching prior to creating a new person.

Below are three different instructions for enrolling a client.  Enrolling a client that is enrolled in other programs, enrolling a discharged client, and enrolling a new client. Please be sure to follow the correct instructions. 

To avoid duplicate people/clients in Evolv, always us the date of birth and/or social security number, and/or Medicaid number when searching prior to creating a new persInstructions: Enrolling a client that is enrolled in other programs.

Instructions: Enrolling a client that is enrolled in other programs.

Crumb trail: Client > Client Information > Critical Information > Enrollment Information

• Select Client

•  Search Client - you can search by Last Name, First Name, and/or DOB. 

• Confirm the client is correct by the DOB or any other identifying information like an address or phone number. 

NOTE: If you do not find the client go to Instructions - Enrolling a New Client. 

• Once you have confirmed it is the client select the name.

NOTE: Once the client is selected, if the Agency has been discharged, go to the instructions Enrolling a Discharged Client.

• Select ellipses then select New Program Enrollment

• Complete the information below, using the correct Start Date-Time, Primary Worker and Worker Role. Then Save:

Instructions: Enrolling a client that has been discharged from the Agency.

Crumb trail: Client > Client Information > Critical Information > Enrollment Information

• Select Client

•  Search Client

• Confirm the client is correct by the DOB or any other identifying information like an address or phone number.
• Once you have confirmed it is the client select the name. 
• Select the ellipses then select Re-Admit To Agency.

IMPORTANT: when readmitting, the Re-Admit to Program automatically populates the first program it was in, you will need to change this.

• Complete the information below using the correct Start Date-Time, Program, Primary Worker, and Worker Role. Then Save.

Instructions: Enrolling a new client

Crumb trail: Client > Client Information > Critical Information > Enrollment Information

• Select Client

•  Search Client - No Information Found
• Select New
• Select Intake - New
• Enter Last Name, First Name, and Gender then Proceed
• A list of names will populate.  Check all of the names to prevent duplicate clients, if the name is in the list select the name and enroll by enrolling the client in another program/s or enrolling a discharged client. If the name is not found proceed to the next step.  
• Select - Create new record with information entered for [Doe, John]. Then Proceed

• Fill in the information, DOB, Address, phone number, Emergency Contact and etc. Then Proceed.

• Complete the information below. Then Finish