Entering a Client in CMBHS

Jessica Lopez
58 steps
4 minutes

State

Open <https://iamonline.hhs.state.tx.us/>

Enter your username and click "Next"

Select a method to verify your account

Enter your password and click "Verify"

Verify it's you with a security method (I use Phone/Text)

Click here to receive a code via SMS

Enter the code texted to you

Click here to enter CMBHS

Click here to find/add a new client

Click "Global Client Index" to search if the client is already in the system

Go back to Notenetic and open the Clients Dashboard and copy the client's name

Paste the client's first name here

Paste the client's last name here

Select the client's gender

Enter the client's date of birth here

Uncheck the "Exact Match" boxes in case the name is misspelled in the directory

Click here to search the database

Scroll to the bottom to see if there are any existing clients and verify if it is the correct client

Alert! If there is a record found see instructions below. If there are no records found, continue to Step 23

Click here to select the client after verifying that it is the correct client

Click here to view the Client Workspace

Click the Assessment tab on the Left

If you get this Pop-Up then you cannot proceed with registering this client because they are currently in an active episode of care with another provider. You can contact the family and ask if they would like to be discharged from their current provider. If they do decide to get discharged, they will notify their provider and once the provider processes the discharge they can immediately continue registration. If they don't decide to get discharged, provide a discharge note in Notenetic and do not continue enrollment. If there isn't a Pop-Up, the client may have been discharged from their previous episode of care and may be registered with your location.

If there is no records found or none of the similar clients were a match, click "Add New Client"

Click the OK button

Click here to enter the client's middle name

Click here to enter the client's SSN

Click here if the SSN is unknown

Select the client's race and ethnicity from the dropdown

Enter the LAR's (Legal Authorized Representative) phone number(s)

Enter the client's Record ID # from the Master Client List

Click the "Address" tab

Click "New Address"

Select Address Type from the dropdown

Click the Notenetic tab

Right click "Copy" to copy the street address

Click the Clinical Management for Behavioral Health Services - tab

Right-click here to paste the Street Address Line 1

Click the Notenetic tab

Right click "Copy" to copy the zip code

Click the Clinical Management for Behavioral Health Services tab

Right-click and paste the zip code here

The possible cities and counties will automatically populate. Select the correct city and county from the dropdown

Click here to add the address to the Clients Profile

Click the Contacts tab

Click "New Contact"

Select the "Relationship to Client" from the dropdown

Click the Notenetic tab

Click "Contacts & Relations"

Right-click to copy the LAR's First Name

Click the Clinical Management for Behavioral Health Services tab

Paste the LAR's First Name here

Repeat for the LAR Last Name

Select the correct Legally Authorized Representative status from the dropdown

Click here if they are the Client's emergency contact

Click here if the LAR's address is the same as the clients

Click "Add" to add the LAR to the Contacts Tab

Click here to save the Client's Profile

Click the OK button

Alert! If there is a client found in the database

Entering a Client in CMBHS

Jessica Lopez
58 steps
4 minutes

State

Open <https://iamonline.hhs.state.tx.us/>

Enter your username and click "Next"

Select a method to verify your account

Enter your password and click "Verify"

Verify it's you with a security method (I use Phone/Text)

Click here to receive a code via SMS

Enter the code texted to you

Click here to enter CMBHS

Click here to find/add a new client

Click "Global Client Index" to search if the client is already in the system

Go back to Notenetic and open the Clients Dashboard and copy the client's name

Paste the client's first name here

Paste the client's last name here

Select the client's gender

Enter the client's date of birth here

Uncheck the "Exact Match" boxes in case the name is misspelled in the directory

Click here to search the database

Scroll to the bottom to see if there are any existing clients and verify if it is the correct client

Alert! If there is a record found see instructions below. If there are no records found, continue to Step 23

Click here to select the client after verifying that it is the correct client

Click here to view the Client Workspace

Click the Assessment tab on the Left

If there is no records found or none of the similar clients were a match, click "Add New Client"

Click the OK button

Click here to enter the client's middle name

Click here to enter the client's SSN

Click here if the SSN is unknown

Select the client's race and ethnicity from the dropdown

Enter the LAR's (Legal Authorized Representative) phone number(s)

Enter the client's Record ID # from the Master Client List

Click the "Address" tab

Click "New Address"

Select Address Type from the dropdown

Click the Notenetic tab

Right click "Copy" to copy the street address

Click the Clinical Management for Behavioral Health Services - tab

Right-click here to paste the Street Address Line 1

Click the Notenetic tab

Right click "Copy" to copy the zip code

Click the Clinical Management for Behavioral Health Services tab

Right-click and paste the zip code here

The possible cities and counties will automatically populate. Select the correct city and county from the dropdown

Click here to add the address to the Clients Profile

Click the Contacts tab

Click "New Contact"

Select the "Relationship to Client" from the dropdown

Click the Notenetic tab

Click "Contacts & Relations"

Right-click to copy the LAR's First Name

Click the Clinical Management for Behavioral Health Services tab

Paste the LAR's First Name here

Repeat for the LAR Last Name

Select the correct Legally Authorized Representative status from the dropdown

Click here if they are the Client's emergency contact

Click here if the LAR's address is the same as the clients

Click "Add" to add the LAR to the Contacts Tab

Click here to save the Client's Profile

Click the OK button

Alert! If there is a client found in the database