Reconnect securely stores your client information in an easy-to-use system.

Add a Client
To add clients, navigate to Clients > Add Client
Enter First Name and Last Name
Client ID is optional



Profile Info
First Name, Middle Name, Last Name, and Date of Birth are optional for increased privacy.
Username: A username (or phone number) is required in order to use the Reconnect Community app. A username must be at least three characters, unique, and begin with a letter. Only letters, numbers, and underscores may be used for usernames. This field will only appear if Reconnect Community is enabled for the user.
Testing Pin: A unique 6 digit PIN clients use to check in (this will auto generate if left blank)
Active: Set to Yes or No depending on clients status in your program
ID#: Optional field used to identify client
Primary Phone:
Date of birth:
Gender: Select from Male, Female, or Other.

*Required

Testing Information
Testing Profile: Determines the test type(s) and frequency for the client†
Check-in Window: The time of day clients are able to check in†
Calendar: Facilities using multiple calendars will need to select the appropriate calendar†
Client Group: Typically used to group clients by gender, can be used if samples must be collected by a male or female
Case Manager: Set the case manager for selected client

*Required

Permissions

Permissions allow you to enable or disable call-in and app check-ins for your clients on an individual basis.
Call: Allow client to call the facility phone number to check in
App Check In: Allow client to check in via the Reconnect Community app

Tests Page
Test History: View a list of the client's previous tests, including the day, if they checked in, the check time, if a test was required, the results of a test, and any notes. Test results and notes must be manually entered by staff.
Future Scheduled Tests: Displays upcoming tests if advance generate has occurred.
Calendar: Displays a calendar view of past days and if the client was or was not required to test. You may also leave notes on a calendar. Notes include author information, a time and date stamp, and the note content.
Request Check: Request a client to check in within 15, 30, or 45 minutes. The time is set via a drop down and can include a message with the request.

Schedule Tab
Events can be used to perform curfew and location checks, and provide reminders to check in with case managers, for court appointments, sobriety meetings, and more.

Events: See past and upcoming events added by facility staff.
Add Event: Add an event or reminder for a client.
Check-In History: View the check-in history for a client, including a photo of the client, event name, location of check-in with a map and address, date and time, and status of the check-in.

Reports Tab
Generate a PDF report for an individual client from their profile.

Generate an individual report:
Set the Start and End Dates
Click Generate Report

The following information is included in an individual report:

Day: Displays day of check-in
Called In: Displays if the client did or did not check-in for the day
Test Required: Displays if the client was or was not required to test
Time of Call: Displays the time the client checked-in
Called From (the phone number used): Displays the phone number used to check-in (field will be display – if app check in was used)
Results: Displays test results for the day if recorded; these will typically be set as Not Logged, Reported, or Passed
Notes: Displays notes entered by the clients case manager

Messages Tab
Allows case managers and clients can securely message one another via the Reconnect Community app.

View a client profile
Navigate to Clients
Click on a client’s name to view more information

Remove a Client
To remove a client, navigate to Clients
Click a client's name to view their record
Client must be set to inactive (Active > No)
Click Remove Client
Click OK

Tip: Consider setting a client to Inactive instead of removing them. This will give you access to their history and allow for quick reactivation, should it be necessary.
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