Client Quick Entry Screen |
Purpose |
The Client Quick Entry screen allows the user to enter client information quickly into the registry during Disaster Preparedness Mode. Each section of the screen is described in the sections below.
Provider Location Section |
The Provider Location section displays the organization name that the user is associated with, but also allows the user to search which Provider Organization to designate when entering the new client information. Details are described in the tables below.
Organization Search Criteria
Field |
Description |
Organization Type |
Designate a type of organization to narrow the search results. |
Search Field |
Designate which field from the organization record for the search. |
Search String |
Enter the value that will be used in the search. |
Organization Name
Field |
Description |
Organization Name |
Initially displays by default the organization name under which the user is logged in. During search, displays results in a drop-down option field to select an organization for client quick entry. |
Command Button Functionality
Command Button |
Description |
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Searches for organizations based on the selection criteria. |
Personal Information Section |
The Personal Information section allows the user to quickly enter client information during mass immunization events. The fields are described in the tables below.
Required Fields
Fields |
Description |
Last Name |
Last name of the client. |
First Name |
First name of the client. |
Gender |
Gender of the client. |
Birth Date |
Date of Birth of the client. Enter the date using the format MM/DD/CCYY. Or, click on the calendar icon to set the date. |
Mother's Maiden Last |
Mother's maiden last name. |
Mother's First Name |
Mother's first name. |
Street Address |
This is the street address of the client. |
City |
Client's City for address purposes. |
Zip |
Client's ZIP code for address purposes. |
County |
Client's County for address purposes. |
Optional Fields
Field Name |
Description |
SSN |
Social Security Number of the client. |
Medicaid ID |
Medicaid identification number of the client.. |
Middle Name |
Middle Name of the client. |
Suffix |
Suffix of the client, if applicable. |
Other Address |
Client's additional address information, if needed. |
State |
Client's State for address purposes. |
Zip+4 |
Client's 4-digit zip code extension for address purposes. |
Country |
Client's country. |
Phone Number |
Client's phone number. |
E-mail Address |
Client's e-mail address. |
Consent Verification Section |
The Consent Verification section displays after entry of the client's birth date. The birth date of the client determines whether the adult (18 years or older) or child (17 years or younger) consent information displays. During a disaster or emergency event, all residents in the affected area who receive disaster-related vaccinations, antivirals, and/or medications will participate in ImmTrac2 regardless of age or consent status. The Consent Verification section indicates disaster-related consent options.
For Client Under the Age of 18 - Displays the Disaster Only Client radio button options to designate whether or not the client is consenting to retain the disaster-related information beyond the maximum time.
Minor Child of a First Responder - A check box option to designate it the minor is a child of a First Responder.
For Client 18 Years of Age and Older - Displays two consent options:
First Responder or Adult Family Member of First Responder - Adult Family Member option includes a check box indicating consent to retain disaster information beyond the maximum time.
Disaster Only Client - Radio button options to designate whether or not the client is consenting to retain the disaster-related information beyond the maximum time.
CRA Event Information Section |
The CRA Event Information section is used to collect Public Health data during a pandemic response event or preparedness exercise (such as the response event to a Pandemic Influenza outbreak.) If the provider organization is selected for an event, and the event is ongoing, then the CRA Event Information Section displays on the Client Quick Entry screen and the Record Immunizations screen to select the appropriate priority group category for a client obtained through candidate screening.
Field Name |
Description |
Event Description |
This is the name of the pandemic response event or preparedness exercise. |
Begin Date |
This is the Begin Date of the Event |
End Date |
This is the End Date of the Event. |
Priority Group |
Effective priority group categories are available in the drop down menu displayed. The Priority Group Value (Code) is displayed in the drop down menu. When selected, a full description of the selected priority group will be listed below the event. |
Age Group |
Age will be calculated at the time of the vaccination and included in aggregate reporting. |
Command Button Functionality |
Command Button |
Description |
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Validates all required fields and will do a client search in the database to find the client being entered. If the client being entered is not found, then the client will be saved. Otherwise, the Client Match Detected screen will display to either select an existing registry client or to select this client to be entered into the system. |
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Validates all required fields and will do a client search in the database to find the client being entered. If the client being entered is not found, then the client will be saved and the screen will clear for a new client to be entered. Otherwise, the Client Match Detected screen will display to either select an existing registry client or to select this client to be entered into the system. |
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Validates all required fields and will do a client search in the database to find the client being entered. If the client being entered is not found, then the client will be saved and the Add New Immunization screen displays for the client just entered. Otherwise, the Client Match Detected screen will display to either select an existing registry client or to select this client to be entered into the system. |
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Information is not saved, and the user is returned to the Announcements screen. |
Notes
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.