A Record ID is the numerical ID that will help you identify a client. The system can auto-assign in the YYYYNNNN format, where NNNN increments with each record, or you can specify your own number. Once a Record ID has been assigned, it cannot be changed. To create a new Record ID, a User must have the Create role.
Click on Records in the Navigation Bar and select Start Interview
Then, complete the information in the fields. Fields with a red asterisk “*” are mandatory. When all fields are completed, the button CREATE will activate.
The system will take you to the Interview section.