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Name: First and last name must be filled out. If you are changing the client's name, please put the previous name in the Alias field.
Name Data Quality: This should always be Full Name Reported if you have collected the first and last name. Otherwise, choose an appropriate option (ex: partial, street name, or code name reported).
Alias: This field is optional. You can include client pronouns here, or alternate names here the client may use.
Social Security: When you ask clients for their SSN, they are not required to give it. If collected, this field should be completed. Just entering the last 4 digits is also acceptable.
SSN Data Quality: This must be filled out for all clients and match what is in the Social Security field (ex: if you only collected the last 4 digits, select Approximate or partial SSN reported).
U.S. Military Veteran: Add this information, if available (yes, no, client prefers to not answer/client doesn’t know).
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