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Welcome to CoDa Support

Client Page

Jinming Liu
  • Updated

The structure of a client page looks like the image below. Each big area (rectangle) within the page is called a Block.

Let's use the client named "Joey Ramone TEST" as our example.

  1. Menu Block
    • From the Menu Block, we can see that the menu contains "Home", "Create New Client & Household", "Clients & Contacts", "Case Records", "Programs" and "More". Each item with the Menu Block is called a Tab. Clicking on the tab takes you to a different page related to that Tab. The order of the items in the Menu Block is not fixed. You can drag and move them to change their order. But the "Home" tab will always be in the first position.
  2. Highlights Block
    • From the Highlights Block, we can see the Name of the client: Joey Ramone TEST.
    • There are buttons that allow us to do something for the client
      • "Create Referral/Case" allows you to make a referral for your client (in this case, Joey Ramone TEST) to another internal program.
      • There are 4 frequently looked up fields: "Age", "Primary Language", "Date Assigned Therapist", and "Therapist Assigned".
  3. Related List Block
    • The Related List shows you the "Lists of records related to the client". This is where you go to see information about a client that is cross program. For example, the Housing Tracker related list will display housing information from every program. 
    • You will use the Files related list on the Client Record to upload files that may be relevant to multiple programs such as IDs, Social Security cards, etc. 
  4. Details Block
    • The Details Block contains all the data points (attributes) of this client. For example, data about Joey Ramone TEST's Age, Primary Language, Email, Phone, Address, Gender, Ethnicity, etc.
  5. Sidebar Block
    • The Sidebar Block allows Admins to add additional features/functionalities to the page to improve user productivity. This includes the "Mogli" (allows you send text messages to client directly from Salesforce, without using your cell phone). Sidebar Blocks in different Object page can contain different functionalities.

Core Fields on the client page

  • Preferred Name: The name the client uses is the client's preferred name. If the client's preferred name is indicated in this field, this name will be used when case records are created. NOTE: Please always indicate the full preferred name. 
  • Household Status: The client's status in the household. Usually the value is "Active". "Active" means the client participates in any services the household participates in. Change this field to Inactive if a client leaves the household. 
  • Family Role: 
    • Primary Adult: each household must have, and only have 1 Primary Adult. The Primary Adult (PA) is the client who's most engaged with Compass's services. The PA is the one who answers your phone call, replies to your email, comes to appointment, etc.
    • Secondary Adult: Usually the PA's partner/spouse. Works as the backup contact. Each household should have only 1 Secondary Adult.
    • Children: PA's children.
    • Other Adult: Other adults who live within this household.
  • Relationship to Head of Household: The Head of the Household is automatically the Primary Adult.
  • Contact Information (Mobile, Personal Email)
  • Birthdate
  • Primary Language: The primary language spoken by client.
  • Race/Ethnicity: This field allows user to select more than one option if the client identifies with multiple racial categories. 
  • Gender Identity: This field allows user to select more than one option if the client identifies with multiple options. For more information on gender identity definitions see here. 
  • Sexual Orientation: This field allows user to select more than one option if the client identifies with multiple options. For more information on sexual orientation definitions see here. 
  • Pronouns: This field allows user to select more than one option if the client identifies with multiple options. For more information on gender identity definitions see here. 
  • Pregnant: "Yes" or "No". If "Yes", please fill out the "Due Date" field.
  • Therapist Assigned: Shows the name of the Therapist currently assigned to the client. This field is populated by automation, so you should not change the data within this field.
  • Date Assigned Therapist: Shows the Date the Therapist was assigned to the client. This field is populated by automation, so you should not change the data within this field.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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