How do I create a new record?

Creating a new digital record

1. In the main menu, find the section titled Case Manager.
2. If your user role is Case Manager, press Case Manager. If your user role is Field Representative, press Field Representative.
3. To create a new digital record, click the green Add Case button located at the right side of the page.

Filling out the initial interview form

Next, you will have to fill out the initial interview form for the client. Through this step, you will be able to capture the individual's sociodemographic and personal information, physical address, photographs, and consent.

Step 1: Capture the client’s personal and sociodemographic information

1. Remember to fill out all the required fields (marked with a red asterisk) and select the programs of your organization in which the individual participates.
2. Click Next.
   

Step 2: Enter the individual’s physical address

1. If you are at their place of residence, use the geolocator (GPS) on the map to identify their address.
2. To register more than one address, press the ‘add’ button (+), located at the top right area of the page.
3. Optional: You can type a descriptive note to include additional details about the individual's address.
4. Click Next.
   
   

Step 3: Upload a photo of the client (Optional)

1. This can be a photo of their driver's license or passport, their face, or their home.
2. Click Next.
   
   

Step 4: Capture the client's consent and signature

1. Capture the client's consent and signature in order to authorize Sociants to:

   1. Receive their personal information, including their protected health information;

   2. Share this information with other providers interested in providing the requested services.

2. Click Finish.