Address Information Section |
Purpose |
The Address Information section allows users to manage a client's address, phone number, and e-mail address and view the client's address history in a pop-up window.
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Information Provided |
The Address Information section in the client's record allows users to view and manage the client's address. This information is used to generate mailings or make contact through e-mail or by phone.
Field Name |
Description |
No Viable Address |
Displays a check box to indicate if the current address showing for this client is no longer valid and no new address is known for the client. Checking this box excludes the client from system-generated reminder recall letters. |
Street Address |
Required. The current street address for the client. |
Other Address |
Other street address information for the client, such as apartment, room, or suite number. |
P.O. Box |
The client's post office box number. |
Zip |
Required (when country = United States). The client's zip code for address purposes. |
Zip+4 |
The client's 4-digit zip code extension for address purposes. |
City |
Required. The client's city for address purposes. |
State |
The client's state for address purposes. |
County |
Required (when country = United States). The client's county for address purposes. |
Phone Number |
The client's phone number. |
Extension |
The client's phone number extension. |
The client's e-mail address. |
|
Country |
The client's country for address purposes |
View Client Address History Window |
Clicking the View Client Address History hyperlink opens a pop-up window that displays a system log of the changes to the client's address.
Client Information Section - This section displays the client's name, date of birth, gender, and Client ID.
Client Primary Address History Section - This section displays a table listing, sorted by date, of each change to the client's address, as described below.
Column Name |
Description |
Date |
The date the address information was updated. |
Time |
The time the address information was updated. |
Update Type |
The method in which the updated was made. |
Update By |
The user that updated the address information. |
Org Name |
The organization which updated the address information. Clicking the "Org Name" link will display the organization's contact information. |
Address 1 |
The client's street address. |
City |
The client's city. |
State |
The client's state. |
Zip |
The client's zip code. |
County |
The client's county |
Phone Number |
The client's phone number. |
NOTE: To ensure that updates to the client's current address are saved to the history log correctly, users must enter a new start date to coincide with the address update. If no start date is entered (or the existing start date is left unchanged), the record can be saved as a "correction" without writing a new system entry to the history log.
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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