If the client already has a record in SAMMS, you may not add them again. They must be readmitted under the existing record.
- Double Click on the client to load the client record onto the SAMMS screen.
- Verify that all information is up to date. If a change is required, enter the new information and then click Save at the bottom of the screen to update the client’s record.
- Once you have verified the information, click on the Change Program/Status button to enroll the client.
- This box will display. Click on Enroll in a new Program.
The Change Client Status box will now appear.
- Choose Inquiry from the Program drop down menu.
- Select the Program Enroll Date, which is most often today.
- Choose the Category, or how the client heard about our services.
- Choose the Referral Source from the drop down menu.
- Click on Enroll Client.
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