Adding Accounts to Client Profiles in CAC CareNet

Purpose of Adding Accounts to Client Profiles in CAC CareNet:

If you have a client that has been receiving services with your agency on one allegation, but later presents for a new, separate allegation, you may find the "Add Account" function of CAC CareNet to be helpful.

Creating a new account under a client profile allows the user to add allegations, forensic interviews, encounters, therapy and medical information specific to the case information entered for this new account. It allows you to track multiple presentations for the same client and keep information separate.

How to Create Accounts for Clients:

To create a new account for an existing client, select the client you wish to add an account for then click "+New Account"  button on the Client Profile tab:

You'll see a dialogue box that asks you to confirm that you wish to add a new account. Click "Yes"

Once you click "Yes" you will be returned to the client profile screen. Notice that there is now a drop-down (highlighted in yellow below) displaying all accounts for this client. The account you just created will be the one selected in this drop down. 

You can easily toggle between accounts by clicking on the drop down arrow under the client's name at the top of the screen

After creating a new account, you should also see the AFR Tab flashing. Each account you create for the client will have its own AFR and will need to be activated. If you need help with the AFR, click HERE.

Creating a new account does not change the client's profile information. It simply allows you to create multiple accounts under a single client profile. This means that if you change the address or profile information in one account, it will change the address in ALL accounts. If you need to change a client's profile information, but wish to keep the old information you will want to create a new client, not a new account. We would recommend that if you do this, you mark the old client profile and connected accounts inactive. 

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