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Mobius User Guide |
Published Date: November 24, 2017
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06 Person Record |
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Register a Person
Search and Register – Previously Registered in Mobius
Anchor Point: Workspace Section
- Select Search and Register from the Registration section of the Shortcuts Panel.
- Enter the search criteria and select Search. Results will display in the bottom half of the modal.
- Review the results list. If a match is found, and the Registered? column is Yes, select the hyperlink of the person’s name. Their record will open.
- Update or add information as required.
Search and Register – Not Previously Registered
Anchor Point: Workspace Section
- Select Search and Register from the Registration section of the Shortcuts Panel.
- Enter the search criteria and select Search. Results will display in the bottom half of the modal..
- Review the results list. If no match is found, select the Next button.
- Complete the mandatory and required fields.
- Select Save. The new record will open.
- Update or add information as required.
Search and Register – Registered in MDH
Anchor Point: Workspace Section
- Select Search and Register from the Registration section of the Shortcuts Panel.
- Enter the search criteria and select Search. Results will display in the bottom half of the modal.
- Review the results list. If a match is found, and the Registered? column is No, select the checkbox next to the matching name and select the Next button. Step 2 of the registration wizard will display with information pre-populated from MDH.
- If this is the correct client select Save. Their record will open.
- Update or add information as required.
Mandatory Fields
Required to save a client record and are identified with an orange asterisk. These include:
Declaration/Consent
Select from the drop-down menu (electronic, verbal or written), defaults to electronic.
Date Received
Enter the date consent was received, defaults to current date.
First Name/ Last Name
The legal first and last name of the individual.
Gender
Select from the drop-down menu, defaults to undeclared.
Registration Date
Select from the calendar, defaults to current date.
Marital Status
Select from the drop-down menu, defaults to unknown.
Note
Information should not be entered with apostrophes or hyphens or “special characters” (for example: Patti O’Furniture becomes Patti O Furniture). Always use the calendar icon to enter dates.Required Fields
Additional fields are required based on business processes. These vary between business areas; please consult your business area for more information.
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