Add a DEX Client ID

This article explains how to add a DEX Client ID to a client's record, which is required for their information to appear in a DEX extract.

For a client's information to appear in a DEX extract, they must have a DEX Client ID. To add or generate a DEX Client ID:

1. Click on the Contacts tab to navigate to the client's contact record.
2. Click on the text link of the client's Name.

3. Click on the Associations tab.
4. Scroll down to the Personal Identifiers section and click the New button.

5. Select the DEX Client ID option from the record type list.
6. Click the Next button.

7. Add either a new or existing a DEX Client ID. 
   1. Use Automatically Generate DEX Client ID if the client has not been part of DEX reporting previously within your organisation.
   2. Use Manual DEX Client ID if the client has previously been a part of DEX reporting and their Client ID is known to your organisation.
8. Click on the Save button. The Number field will be populated with the Client ID once the form has been saved.

9. To view the DEX Client ID, click on the relevant Personal Identifier ID text link under the Personal Identifiers section in the client's Associations tab.

10. The active DEX Client ID will be shown in the Number field.