Adding a New Consumer in Case Manager

Personal Information

  1. From your My Page select Consumers from the menu at the top of the page.
    menu consumers
  2. Click the green + above the consumer list
    add consumer
  3. You’ll be presented with a blank instance of Personal Information.  Complete the fields your organization has chosen to use.
  4. Click the save icon to save the Consumer record.
  5. The consumer record will now be available and further information can be added on various pages accessible from his/her Consumer Profile page.

 Data Entry Tips:

  • You’ll save time by entering information into a field then pressing the TAB key to move to the next field rather than using your mouse to move to the next field.
  • Drop-down arrows display pre-defined lists of entries. 

 add consumer page

 

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