How to Use Custom CIC Forms for Efficient Client Information Management

Setting Up Custom CIC Forms

1. Access the Console:

   • Log into your Smart System Console.
   • Click the Client Information tile.
   • If applicable, select a site and enter your PIN to proceed.

2. Prepare the Form for the Client:

   • Click on the Client Entry button.
   • View available forms, including their last completion date and expiry details.
   • Select the form, then hand the device to the client.

Client Form Completion Process

• Client Input:
  The client fills out the form section by section, agrees to terms and conditions, and submits it by pressing Done.
• Error Handling:
  If mandatory fields are left blank, the system highlights them in red, ensuring all required fields are completed before submission.
• Confirmation:
  After submission, enter your PIN to validate the form.

Reviewing and Adjusting Forms

1. Employee Review:

   • If the form requires a review, ensure all information is correct.
   • Accept the form once satisfied.

2. Making Adjustments:

   • Use the Adjust button to correct any errors.
   • Hand the device back to the client for updates.
   • The client must reaccept terms and press Done.
   • Enter your PIN again to finalize the changes.

3. Canceling a Form:

   • Use the Cancel button to discard forms with incomplete or incorrect information.

Additional Features

• Edit Client Details:
  Staff can update client information directly without needing PIN validation.

• Client History:

  • View a comprehensive record of client services, purchases, and completed forms.
  • Access specific forms or notes by clicking on their respective entries.

• Visit Notes:

  • Add notes for a client’s visit and save them for future reference.
  • View cross-site histories by selecting the relevant option.

Navigating the System

• Access client history or return to the main screen using the Client Search button.
• Use the Show More option to expand the client’s history view.