Adding A Customer

• Only after obtaining the intake information and Medical Assistance eligibility can a consumer be added into our system.
• Before adding a consumer, please check to make sure they are not already in our system.
• Go to Promise Workstation’s Main form and select “Customers”

• The Edit Customer’s screen will populate.
• Select the “Add Cust” button.

• The “Add Customer” screen populate, once it does, representatives should enter all of the following information into the system (located in the picture below):
  • In the “Recipient No.” field, enter the patient’s Medical Assistance number.
  • In the “Cust Class” field, select the state the customer resides in.
  • In the “Lead Track” field, enter how the referral come to our company.
  • Enter the patient’s title (Mr., Mrs., etc.).
  • Enter the patient’s First, Middle, and Last Name.

• Highlight and copy the patient’s Customer ID Number (begins with a “9”).
• Select “Save”.
• Close out of the screen.

• Go to the Start Menu (icon in bottom left hand corner of the screen).
• Select “Computer”

• Enter the (L:) drive (located in the picture below):

• Select “New Folder” (located at the top of the page) so that a New Folder appears at the bottom of the screen (located in the picture below):