I am doing an intake and a client record exists in EIM/ESM. Should I just change client information if it doesn’t match what I collected on my forms?
No. Users should not simply overwrite information entered by another program or staff member. Doing so prevents a historical record of client data. If a client already exists in EIM/ESM, you should review existing content to confirm it matches what you have collected. If the client information is the same and requires no change, you can simply leave the record alone and click “Save Changes.” This will update the modified date and help meet eligibility requirement rules. If the client information has changed you will need to determine whether to edit the record or create an additional record for historical reference.
