Case Person - Overview
The Case Person windows display the details about a person.
Persons are entered into the system for a variety of reasons. They may be included as part of a program case, an organization or organization related person, an intake, or as the role of payees/case representatives for others. A person should be entered into the system only one time even if they are involved for more than one reason.
The Person Detail window is the link to the demographic information about the person. Name history, addresses, address history, telephone numbers, pregnancy information, medical lock in, school attendance, or tribal affiliation, etc. may be added or updated. Program case involvements can be viewed. CHARTS Referral information is available for non-custodial parents.
See Also;
How Do I:
There are many topics in the Person Detail chapter of the How Do I help file that have steps and further information on case person actions. To view these open the Help drop down menu on any window and select the How To option. When the How Do I file opens double click on the Master Case folder, and then double click on the Person Detail folder .
03-10-08