Client Information
Select Clients from the View menu to open the Client Information screen. The information on this screen is organized using tabs. Click the desired tab to view that information for the selected client. The information on each tab is explained in the following topics.
** To add a new client, click the New button on the Records menu at the top of RPM or the New Record button on the Navigation Bar at the bottom of the Client Information screen. **
Basic Tab
The client information screen contains basic information about each client. The Select Client drop down list is used to quickly move between clients by name. As you start typing a last name, the list automatically begins finding a match and moves you to the client you want to see. You can also use the navigation bar at the bottom to move between clients one at a time or to quickly move to the top or bottom of the alphabetical client list.
The Filter Clients options allow you to see active, inactive or all clients for a selected support type. To view all clients
(active and inactive), click the All option. To switch between support types, select another support type from the
Support Type drop down. To see clients for all support types at one time, delete the selected support type.
Client type and support type filtering can be added for a user ID on the Users screen under the Security menu. If client types and/or support types are assigned to your user ID, you will only be able to view those types of clients. If no client types or support types have been assigned to your user ID, you will be able to view all clients. The top right of the screen will display Access Limited to assigned Client Types and/or Support Types if your user ID has been set up for client and or support type filtering.
By default, clients are sorted alphabetically by name. To change the sort, click in the field you wish to sort on and select the Ascending or Descending option from the Filter/Sort menu.
Fields on the Basic tab are explained below.
Name - client's name in First, Middle Initial, Last name order.
Address - client's mailing address. Either a 5 or 9 digit zip code can be entered.
Phone - formatted with area code but not required.
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RPM User Guide
Cell Phone - formatted with area code but not required.
SSN - when you enter the SSN, the system will check for duplicates to prevent entering the same client more than once. After the initial entry, only the last four digits of the SSN will be displayed. Use the View/Edit button to view the entire SSN or to modify it.
Claim #s - this button is used for entering claim numbers for the client (see the Claim Numbers topic for more information).
Birth Date - client's birth date. The client's current age will display next to the birth date.
Client Type - select a value from the list (maintained under Utilities, List Maintenance, Client Type).
Acct Manager - select a value from the list (maintained under Utilities, List Maintenance, Account Manager).
Support Type - this will default to the currently filtered support type or select a different value from the list
(maintained under Utilities, List Maintenance, Support Type).
Status - select a value from the list. A client can currently be only Active or Inactive. Transactions cannot be entered for Inactive clients. The default when adding a new client is Active.
Add Date - defaults to the date the client was added to the system.
Start Date - the date this person became a client. This is used to determine a client's anniversary for various reports.
Mass Account(s) - select any mass accounts to be used by this client. Mass accounts are shared by multiple clients.
Account Name - select a mass account to which you want to assign this client. New mass accounts can be added under Utilities, List Maintenance, Mass Account. The account name will be disabled if the mass account is marked as inactive on the List Maintenance screen.
Balance - displays the client's current balance in this account.
Default - check this box if this will be the client's default account. When entering transactions for a client, the default account for that client will be automatically used. The first account entered (mass or individual) will be automatically set up as the default account. If you add additional accounts for a client, you can select a different account as the default account.
Bal. Payout - check this box if you want to automatically create a transaction for the client's balance in this account when running the Client Balance Transactions utility.
Inactive - check this box to make the mass account inactive for this client. The account name will be disabled if the mass account is marked as inactive on the List Maintenance screen.
Individual Account(s) - enter any individual accounts to be used by this client. An individual account can only be used by the client for which the account is entered.
Account Name - enter a name for the account. You do not need to enter the client's name as part of the account name. The client's name will be displayed along with the account name on other screens to distinguish between accounts.
Balance - displays the client's current balance in this account.
Default - check this box if this will be the client's default account. When entering transactions for a client, the default account for that client will be automatically used. The first account entered (mass or individual) will be automatically set up as the default account. If you add additional accounts for a client, you can select a different account as the default account.
Account # - enter the account number for this account. This is not required but will need to be entered if you want the account number to print on the checks (for example, if you are using blank check paper or checks without the encoding already printed).
Bank - select the bank for this account. Add new banks under Utilities, List Maintenance, Bank. This is not required but will need to be entered if you want the bank information to print on the checks (for example, if you are using blank check paper)
Next Check # or First Check # - if you are using pre-numbered check paper, enter the next check number to be used for this account. If you are printing check numbers, enter the first check number to be used for this account.
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Client Information
Bal. Payout - check this box if you want to automatically create a transaction for the client's balance in this account when running the Client Balance Transactions utility.
Inactive - check this box to make the individual account inactive.
Total Balance Accounts(s) - will display the client's total balance for all mass and individual accounts.
Total Balance Assets - will display the client's total balance for all assets.
Minimum - the minimum balance for the client. You will receive a warning if a transaction is entered that would take the client below their minimum balance. To see clients with balances below their minimum, run Reports,
Balances, Balances Under Minimum.
Limit - the balance limit for the client. Leave blank or zero if the client does not have a limit. To see clients with balances exceeding their limit, run Reports, Balances, Balances Over Limit.
Urgent Notes - this button will display in red if the current client has any urgent case notes entered on the Case
Notes tab. Click the button to view those urgent case notes.
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