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Course 5: Client Intake 1
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  1. Course 5:Client Intake 1 ARIES ON DEMAND Training 5.00

  2. Client Support Functions • Client Search • Client Intake • Share/Non-share • Program/Service Enrollment • Creating Reports • Working With Agencies 5.00

  3. ARIES System Navigation • CLIENT Tabs and Subtabs ARIES Structure 5.00

  4. Course 5 Learning Objectives • ARIES navigation basics • ARIES edit mode screens • Recognizing HRSA-required fields • Race and ethnicity • Changing client share status • Using “client alert” • Longitudinal tables • Tracking eligibility & insurance • Practice client intake 5.01

  5. Client Intake - Demographics 5.02

  6. Client Intake - Demographics A yellow caution icon will appear if there are any client alerts 5.02

  7. Client Intake - Demographics 5.02

  8. Client Intake - Demographics 5.02

  9. Client Intake - Demographics 5.02

  10. Client Intake - Demographics 5.02

  11. Client Intake—Demographics--Contact Information Edit 5.03

  12. Client Intake—Demographics--Contact Information Edit 5.03

  13. Client Intake—Demographics—Demographics Edit Once you enter a date of death, it cannot be removed!!! 5.04

  14. Client Intake—Demographics— Entering Data & RDR/CADR Required Fields 5.05

  15. Client Intake—Demographics--Living Situation Edit ARIES ALERT Living Situation screen changing to meet HUD reporting requirements 5.06

  16. Client Intake—Demographics--Agency Specifics Edit 5.08

  17. Client Intake—Demographics--Agency Specifics Edit 5.08

  18. Client Intake—Eligibility Documents Edit 5.09

  19. Client Intake—Financial Edit ARIES ALERT ARIES does not accept commas or dollar signs; only decimal points. 5.10

  20. Client Intake—Financial Edit 5.10

  21. Client Intake—Insurance Edit 5.11

  22. Client Intake—Insurance Edit 5.11

  23. Client Intake—Insurance Edit 5.11

  24. Client Intake—Insurance Edit 5.11

  25. Client Intake—Insurance Edit 5.11

  26. Client Intake—Insurance Edit 5.11

  27. Client Intake—Insurance Edit 5.11

  28. Client Intake—Insurance Edit 5.11

  29. Client Intake—Insurance Edit 5.11

  30. Client Intake—Insurance Edit 5.11

  31. Client Intake—Insurance Edit 5.11

  32. Client Intake—Insurance Edit 5.11

  33. Client Intake—Insurance Edit 5.11

  34. Client Intake—Insurance Edit 5.11

  35. Client Intake—Insurance Edit 5.11

  36. ARIES Edit Mode Uses 5.12

  37. ARIES Edit Mode Uses 5.13

  38. ARIES Edit Mode Uses 5.13

  39. ARIES Edit Mode Uses 5.13

  40. ARIES Edit Mode Uses 5.13

  41. ARIES Edit Mode Uses 5.13

  42. ARIES Edit Mode Uses 5.13

  43. ARIES Edit Mode Uses 5.13

  44. ARIES Edit Mode Uses 5.13

  45. ARIES Edit Mode Uses 5.13

  46. ARIES Edit Mode Uses ARIES ALERT Living Situation screen changing to meet HUD reporting requirements ARIES ALERT HOPWA edit screen changing and moving to PROGRAM TAB 5.13

  47. ARIES Edit Mode Uses • All current and back issues of the ARIES Advisor are also available on our website at www.projectaries.org 5.13

  48. Time to try it yourself. Click the hot button to launch the ARIES practice exercise 5.15

  49. [Practice Site Launched] 5.16

  50. End of Practice Site 5.17