Client AKA Section |
Purpose |
The Client AKA section allows users to enter additional names that the client is known by. These names are used in the complex search tool used during the Smart Search to find possible matches for clients. Users must be in Edit Client mode to see the command buttons for this section and to make changes to information.
Back to: Enter New Client or View/Edit Client Record
Information Provided |
Client AKA Listing Section - This section displays a table listing the existing entries for the client, as described below.
Column |
Description |
Last Name |
Required. "Also Known As" last name entry for the client. |
First Name |
Required. "Also Known As" first name entry for the client. |
Middle Name |
"Also Known As" middle name entry for the client. |
Add New AKA Section - This section allows users to enter additional known names for the client, using the following fields.
NOTE: If the user intends to make a new entry, then the system requires that both the last name and first name be entered in order to save the updates.
Field Name |
Description |
Last Name |
Required. "Also Known As" last name for the client. |
First Name |
Required. "Also Known As" first name for the client. |
Middle Name |
"Also Known As" middle name for the client, as an optional entry. |
Command Button Functionality
Command Button |
Description |
Adds the new entry to the Client AKA Listing table. The updates are not added to the client record until the save button is clicked. |
|
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.
Back to Enter New Client Help Page
Back to View/Edit Client Record Help Page