Entering Social Security Numbers

  • To enter the SSN of the client, you can go to client file by searching the name of the client. Here we search for Ashley Doe. Note Ashley does not yet have an entered SSN.

Ssn client 0

  • And on the Demographic tab, hit the pencil next to name in the demographic field and Enter the SSN information.

Ssn client 1

  • If you do not know the SSN of the client, you can enter 000-00-0000. A zero SSN will cause an alert above the client's file stating the ssn is missing.

Ssn client 2