Launching VIVÉ: First Steps
These are recommended some first steps when accessing VIVÉ. At the beginning and end of this document is a link to return to the VIVÉ Knowledge Base. Or you can use your browser’s back button to return to the program reference guide. This guide provides navigational and functional instructions. For assistance with program operations or policy, please refer to your program officer or view NYC Aging’s Programs’ Standards.
In this guide you will learn:
- Client Search
- Client Search
If you have any questions, please contact the VIVÉ Application Support Center by submitting a ticket
through the Ticketing Module under Program Tools.
Client Search
Step 1: Client Search
Beginning Your Client Search. From the dashboard, click Client Search.
Step 2: Searching for a Client, a Contact, or a Professional
Indicate if you are searching for a Client, a Contact, or a Professional by checking the box.
Step 3: Begin the search
To begin the client search you can either:
- Use intelligent search for the client by name:
- You can enter first name within the last name field.
- You can enter a nickname. Entering Bob will find clients named Robert.
- Search for the person by their address:
- Checking the Search by address box button and the address fields will appear.
- Or you can select to Scan QR Code (more information on QR Codes)
Step 3a: If the person is on the list
If the person you are look for is on the list, click on the client’s name. This opens the client’s profile.
Step 3b: If the person is not on the list.
If the person is not on the list, check the box at the bottom of the page to confirm you have reviewed the results and there is no match. Then click the New Client button, to start the new client data entry process.
New Client Entry
Before entering a new client, the system prompts for confirmation of having obtained Consent to Collect
Information. (For more information on Consent.)
The First Name, Last Name, Date of Birth and Home
Address are all required fields. These fields are used
to check for duplicates. The preceeding red asterick
(*) indicates that they are required.
To find addresses, there is a search box for the
Home Address. Enter an address and if it was
previously entered,then you can select it. Please
note the address including the apartment number
must match.
If the client’s address is not already in the system,
click on the New Address link.
A New Address pop-up window will appear. Enter
the complete address in the first line. This uses typeahead technology, so as you’re typing the address
may appear.
Once you’ve selected the address, the remaining
fields will be populated. You will need to add the
Apt/Unit field.
This process geo-codes the address to automatically
identify the Community District, Council District, and
exact location for Home Delivered Meal route
creation
Once you are finished entering the client’s details select the Save button.
You will see a pop-up indicating you successfully added a new client and you will be taken to the Client Profile section in VIVÉ (For more information Client Profile.)
Access Assistance with VIVÉ and the VIVÉ Knowledge Base
- VIVÉ Knowledge Base contains reference guides, short videos and recorded trainings
- If you have any questions, please contact the VIVÉ Application Support Center by submitting ticket through the Ticketing Module under Program Tools.