Community Cards

Date Created: 06/16/2022 | Date Updated: 06/22/2022

Introduction

Community Cards can be printed from the Client Profile tab in ClientPoint.

Steps

1. Open the Client Profile Tab
2. Verify That the Client's Information is Correct
3. Print the Community Card

Step 1: Open the Client Profile Tab

1. Click on Enter Data As and select the provider that is working with the client.
   
2. Open the client’s record in ClientPoint. When prompted, select Use Current System Date.
3. Select the Client Profile tab.

Step 2: Verify That the Client's Information is Correct

1. In the Client Profile tab, verify that the client’s name has been entered accurately.
   1. If the client’s name has been entered incorrectly or there has been a name change, click on the edit pencil next to the heading “Client Record” and make the necessary updates in the pop-up. Select Save when you are finished.
2. Check whether the client record has a photo. If there is no picture, follow these steps:
   
   1. Take a photo of the client with a camera or webcam attached to your computer.
   2. Select Change under the empty portrait.
   3. Click on Browse in the Upload Client Image pop-up. When the File Explorer window appears, locate the picture file and double-click on it.
   4. Back in the Upload Client Image pop-up, select Upload.

Step 3: Print the Community Card

1. Click on Issue ID Card and confirm that the following settings are selected:
   1. Paper Size: ID-1
   2. Issuer Name: None
   3. Image to Display: None
   4. Include Client Photo, if available: Checked
   5. Include Date of Birth: Not checked
   6. Include Signature Line: Not checked
2. When you have confirmed that the settings are correct, select Generate ID Cards.
3. A new web browser tab will appear. Press CTRL+P or click on the printer icon, then follow the prompts to print the Community Card.
   1. If there is an issue with the way that Community Cards are printing out, please contact the Helpdesk at mnhmis@icalliances.org.