Client Notes Section |
Purpose |
The Client Notes section allows users to record free-text notes regarding the client's general condition. The client notes are not confidential and are visible to other providers and users of the system. 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 |
Create New Note Section - This section displays a text entry box to allow the user to enter a note for the client. Notes are viewable by all users of the ImmTrac2 system and should not include confidential information.
Historical Notes Section - This section displays the existing comments, with the most recent comments listed first. If no notes have been entered, a message displays stating no comments have been added for this client.
Column |
Description |
Review |
Displays a radio button for each listed note. Selecting a radio button allows the user to review and make changes to any note created by the user. |
Remove |
Displays a check box for each listed note. Selecting the check box allows the user to remove any note created by the user. |
Created By |
Last name and first name of user who created the note. |
Create Date |
The system-generated date and time the user created the note. |
Note |
The text of the entered note. |
Modify By |
Last name, first name of the user who modified the note. |
Modify Date |
The system-generated date and time the user modified the note. |
Command Button Functionality
Command Button |
Description |
Adds the entered text to the Historical Notes listing table, with the designation "Pending". |
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After a note has been selected for review, applies the changes as displayed in the Historical Notes listing table, with the designation "Pending". |
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Clears the note text field and clears any selections in the radio button or check box options. |
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After a radio button has been selected, displays the existing text in the text box for editing. |
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After a check box has been selected, displays a pop-up window message to allow the user to confirm the removal of the note. |
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Saves all updates made to different sections, or demographic tabs, of the record. |
Printer-Friendly Version Window |
Clicking the printer-friendly version hyperlink, next to the Historical Notes section, opens a pop-up window of the printer-friendly version of the existing notes. Clicking the [print page] quick link in the top right section of the screen opens a printer dialog box.
Client Information Section - This section displays the client's name, date of birth, gender, and Client ID.
Client Notes Section - This section displays the existing historical notes for the client.
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.