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Creating a Record ID (case) with Interview

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.

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