Client Master - Add Tracking Items
The Tracking tab in the Client Master allows you track user-defined information about your individuals. You can setup tracking types for any information you want to monitor and track about your clients.
For example, some Rep Payee providers want to track if the individual uses medical equipment. The tracking type can be any item you want, i.e., allergies, feeding tube, using a C-PAP machine, etc. You can then run a report to review the tracking items.
Before setting up a Tracking item, make sure there is not an existing place in the system to track the information. For example, if you want to track burial accounts, use the Client Master ASSETS tab. Contact the Horizon Help Desk if you need assistance.
Add Tracking Item
NAVIGATION: MAINTAIN menu > Client Master
- In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client you wish to modify.
- This will bring the selected Client to the current view.
- Click on the TRACKING tab.
- Click the ADD TRACKING ITEM button.
- Select the tracking code. Press TAB.
- Enter the date.
- Type any notes in the comments field.
- Click SAVE.
- The Tracking tab grid will update with the new item.
Tracking Item List
If you add a tracking item to a client in the Client Master, you can run a report to see all clients with the assigned items.
12/2023