View/Edit Client Screen |
Purpose |
The View/Edit Client screen allows users to view and edit demographic information that is specific to the client. Some information can only be viewed and customized by users within the organization. Other information can be viewed and updated by ImmTrac2 users statewide.
Information Provided |
The Client screen includes a wide range of information that can be saved in the client's record. Sections of the screen are referred to as demographic tabs and can be displayed by clicking the black arrow to expand or contract each section. Users must be in the Update Client screen to see which fields are editable and to see the command buttons for making updates to certain sections, or demographic tabs.
NOTE: Only certain Personal Information and Address Information is required in order to save a new client record. If information is entered or updated in any other demographic tab, then required fields in that section must be populated in order to save the record.
The client demographic tabs are listed below. Click the links to view Online Help topics on each section.
View Client Screen |
From Manage Client menu panel option - After searching for a client using the Manage Client menu panel option, the View Client screen displays the command buttons specific to the View Client mode as described below.
Command Button |
Description |
Navigates to the Update Client screen, allowing users to edit fields on the screen. |
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Returns the user to the search results screen. |
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Opens a pop-up window displaying a log of all actions made to this client record by users in ImmTrac2. |
From Edit Consent Information menu panel option- After searching for a client using the Edit Consent Information menu panel option, the View Client screen displays the command buttons specific to the View Client mode as described below.
Command Button |
Description |
Navigates to the Edit Consent Information screen, allowing users to edit client consent. |
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Returns the user to the search results screen. |
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Opens a pop-up window displaying a log of all actions made to this client record by users in ImmTrac2. |
Update Client Screen |
The Update
Client screen displays command buttons specific to the Edit Client
mode, as described below.
Command Button |
Description |
Displays a confirmation message: "Client record successfully saved". |
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Navigates to the Client Immunization History screen. |
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Navigates to the Edit Consent screen. |
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Navigates to the Client Reports screen. |
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Returns the user to the search results screen. |
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Opens a pop-up window displaying a log of all actions made to this client record by users in ImmTrac2. |
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.