How to enter a new client in DASIE

After Successfully Login, you will see the screen below:

Click on "New Client" button and information needs to fill out for the new client will be displayed at right starting the accordion "Client Information"

How to search an existing client in DASIE

Last Name Search - No need to type full last name, just enter two or three definite letters and choose the right client from the displayed list

SSN Search - Enter SSN with the format of xxx-xx-xxxx

Client ID Search - must be entered complete Client ID

DASIE Components:-

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How to fill out DASIE, Please click on DASIE - Instruction at Main Left Navigation Menu