Use this task to add a life event to a client's record. From this task you can:
Life Events can be added to a client's record in SmartCare to document events that affect the client's physical and mental health. Use this task to document life events for a client.
Display the client you want to add a life event to. Tell me how...
Follow this path: Client tab > Timeline/Flags/Events banner > Life Events sub-banner.
The Client Life Events list page is displayed. View field definitions.
Click on the New Item 
icon in the tool bar.
The Life Event Details page is displayed. View field definitions.
Click on the drop down arrow in the Life Event drop down list in the Summary tab.
Select the life event you want to add from the drop down list. The remaining fields may change depending on the Life Event you chose.
Click on the Life Event hyperlink below to view field definitions specific to the life event as fields may be different depending on the life event you choose. Some examples of Life Events are provided below. However, the list for your organization may be different.
· Commitment
· Custody/Family
· Education
· Employment
· Housing
· Law Enforcement/Courts
· Mental Health
· Physical Health
· Suicide
When you have completed the fields on the page, click the Save button in the tool bar.
If you want to lock the Life
Event, click the padlock 
icon in the tool bar.
The padlock icon is grayed out and the unlock padlock icon is activated.
Click the Exit 
icon to return to the Client Life
Event list page.
Use this task to change a life event added for a client.
Display the client you want to change a life event for. Tell me how...
Follow this path: Client tab > Timeline/Flags/Events banner > Life Events sub-banner.
The Client Life Events list page is displayed. View field definitions.
Filter the list to find the life event you want. Tell me how...
Click on the hyperlinked life event name in the Life Event column.
The Life Event Details page is displayed with the Life Event information listed. View field definitions.
If the Life Event is
locked, click the Unlock padlock
icon in the tool bar. Note:
You must have permission granted to unlock a Life
Event.
Click on the Life Event hyperlink below to view field definitions specific to the life event as fields may be different depending on the life event you choose. Some examples of Life Events are provided below. However, the list for your organization may be different.
· Commitment
· Custody/Family
· Education
· Employment
· Housing
· Law Enforcement/Courts
· Mental Health
· Physical Health
· Suicide
When you have completed the fields on the page, click the Save button in the tool bar.
If you want to lock the Life
Event, click the padlock
icon in the tool bar.
The padlock icon is grayed out and the unlock padlock icon is activated.
Click the Exit
icon to return to the Client Life
Event list page.
Use this task to delete a life event for a client.
Display the client whose Life Event you want to delete. Tell me how...
Follow this path: Client tab > Timeline/Flags/Events banner > Life Events sub-banner.
The Client Life Events list page is displayed. View field definitions.
Filter the list to find the life event you want to delete. Tell me how...
Click on the hyperlinked life event name in the Life Event column.
The Life Event Details page is displayed with the Life Event information listed.
If the Life Event is
locked, click the Unlock padlock
icon in the tool bar. You must unlock the
Life Event before you can delete it.
Note: You must have permission granted to unlock a Life Event.
Click the trash can 
icon in the tool bar.
The Confirmation Message window is displayed.
Click the Yes button in the Confirmation Message window.
The Life Event is deleted and the Client Life Events list page is displayed.