Enrolling a New Client

When scheduling a client for an appointment, either by telephone or in person, first check to see if he or she has already been enrolled in SAMMS. Even if the client claims to be new, make sure you still run a check in SAMMS.

In the Clients tab, choose Client Search. Enter the client’s last name in the Last Name or Client ID box, and make sure to uncheck Only Show Active Clients and click on Search.

!Remember to uncheck the Only Show Active Clients box!

If SAMMS recognizes the client as having received treatment at the clinic in the past, skip this step and proceed to Readmitting a Client . Be sure to verify that the information in the old record is current.

If the search returns no records, proceed to Patient Registration in SAMMS → section of this document.