Organization Information Section |
Purpose |
The Organization Information section allows the user to view and manage organization-specific information on the client's record. Much of the information in this section is only viewable and useful to users who are logged in under the same organization. (The date of death is entered from vital statistics data, when available, and viewable by all users.) Users must be in Edit Client mode to see the command buttons for this section and to make changes to information.
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Information Provided |
Organization Information Section - Displays information that is specific to the client's relationship to the organization as described in the table below.
Field Name |
Description |
Status |
Displays the client's status with the organization, as a drop-down option list. The default status is "Active", with several "Inactive" options: Lost to Follow Up, MOGE = Moved or Gone Elsewhere, MOOSA = Moved Out Of Service Area, One Time Only, Other, Permanently (Deceased), Unknown. |
Provider - PCP |
Displays the client's provider/primary care physician from the list of physicians that are associated with the organization. This list of clinicians can be accessed in the Manage Clinicians menu panel option. |
Tracking Schedule |
Displays the immunization tracking schedule that is being used to determine if the client is up to date on vaccines, with the ACIP schedule designated as the default. |
Date of Death |
Displays a date of death if entered from vital statistics data. Once the date of death is reported, it is visible to all organizations. |
Allow Reminder Recall Contact |
Displays the status for including the client in the organization's system-generated reminder/recall notices, with Yes designated as the default. |
Last Notice |
Displays a system date, in YYYY-MM-DD format, for the last time a reminder/recall notice was generated for this client. |
Client Identifiers Section - Displays the existing Client Identifiers assigned to the client by the organization, as described in the table below.
Column Name |
Description |
Remove Identifier |
Displays a check box for each Client Identifier created by this organization. Selecting the check box allows the user to remove that identifier from the listing. |
Client Identifier |
Displays each client identifier assigned by this organization in separate rows. |
Primary |
Displays a radio button in each row to specify one client identifier as being the primary identifier for the client. The primary Client ID designation is used in reporting and certain searches. |
Add Client Identifier Section - This section allows the user to add new client identifiers. Type a new entry in the field provided, then click Add Client Identifier. The new entry displays in the listing, but is not fully saved until the save button is selected.
Field Name |
Description |
Client Identifier |
The organization-specific identifier, as a text entry field accepting alpha and numeric characters. |
Command Button Functionality
Command Button |
Description |
Removes the selected identifier from the listing table. |
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Adds the entered identifier to the listing table. |
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Saves all updates made to different sections, or demographic tabs, of the record. |
Note
ImmTrac2 is set up to accommodate a variety of user types. Each user will have access to certain features in the application based on the role that is assigned. Online help reflects the capabilities available to provider user roles. Other user roles should refer to the user manual for more access features and capability details.
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