Personal Information Section |
Purpose |
The Personal Information Section provides the information fields used to uniquely identify each individual. These are the most frequently searched fields for finding an existing client or verifying none exists before entering a new client.
Back to: Enter New Client or View/Edit Client Record
Information Provided |
Required Fields
Field |
Description |
Last Name |
Client's last name, as a text entry field accepting alpha characters, hyphens, and apostrophes. |
First Name |
Client's first name, as a text entry field accepting alpha characters, hyphens, and apostrophes. |
Birth Date |
Client's date of birth, as a date entry field using the format MM/DD/YYYY. On entry, the system accepts a valid birth date after 01/01/1890. NOTE: The birth date cannot be changed to a date that is after the client's existing immunizations. An error message displays and the user will be expected to resolve the conflict with the existing immunizations via the edit immunization screen or by changing the Birth Date. |
Mother's Maiden Last |
The maiden last name of the client's mother, as a text entry field accepting alpha characters, hyphens, and apostrophes. This is a required field when entering a new client. Once the record is initially saved, the phrase "(On File)" displays notifying that this information is recorded but hidden for confidentiality. |
Mother's First Name |
Client's mother's first name, as a text entry field accepting alpha characters, hyphens, and apostrophes. |
Gender |
Client's gender, as a drop-down selection field. |
Optional and Display Fields
Field |
Description |
Middle Name |
Client's middle name, as a text entry field accepting alpha characters, hyphens, and apostrophes. |
Suffix |
Client's name suffix if applicable, as a drop-down selection field. |
SSN |
Client's SSN number, as numeric entry fields in 000-00-0000 format. Once the record is initially saved, only the last four digits display for confidentiality. |
Medicaid ID |
Client's Medicaid identification number. This is a general entry field with no system restrictions on character entry. |
Birth Order |
A number indicating the order in which the client was born, as a numeric entry field. |
Birth Country |
Country where the client was born. At client entry, this field defaults to United States. |
Birth State |
State where the client was born. NOTE: The Birth State and Birth County are not part of the required entry fields to save a new client record. Those fields are located in the Address Information Section. |
Birth County |
County where the client was born. |
Client Type |
Displays the client's consent status. (IC = ImmTrac Child; IA = ImmTrac Adult; DC = Disaster Consented, Adult or Child; DU = Disaster Unconsented, Adult or Child; FR = First Responder, Adult; FM = First Responder Family Member, Adult.) |
Client Identifier |
Displays the organization-specific client identifier assigned to the client in the Organization Information Section. |
ImmTrac2 ID |
Displays the ImmTrac2 system identifier assigned to the client. |
ImmTrac2 Client |
Displays an indicator (Yes/No) of the client's consent status for participation in the registry. |
Disaster Client |
Displays an indicator (Yes/No) of whether the client has a disaster-related antiviral, immunization, or medication (AIM) record saved in the client's immunization record. |
Last Updated by |
Displays the organization, date, and user who most recently updated the record. |
Created By |
Displays the organization, date, and user who created the client 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.