Client Information Tab

 Purpose

The Client Information tab allows the user to record demographic information and basic information regarding the client's isolation/quarantine episode.

 Entering or Editing Data on the Client Information Tab

To enter or edit data on the Client Information Tab, follow these steps:

  1. Click on the 'manage client' hyperlink from the Menu Panel on the left side of the Main screen. The Client Search screen displays.

  2. Enter client search criteria for the client whose symptoms you want to edit. Click the Find button.

  3. If the system finds more than one client who matches the search criteria, the system displays a listing. Choose the one client you want to edit from the listing.

  4. On the Edit Client screen, click the Client Information tab.

  5. Enter new information or edit existing information for the fields on the Client Information tab. For a description of each field, see the Information Provided section below.

  6. If you are satisfied with all the information you have entered, click the Save button. Otherwise, click the Cancel button to have the system to restore the client's data to the way it was prior to your edits.

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 Information Provided

The following table describes the input fields on the Client Information tab on the Edit/Enter New Client screen:

Field Name

Description

Ethnicity

Enter the ethnicity of the client.

Race

Enter the race of the client. The choices are American Indian/Alaskan Native, Asian, Native Hawaiian or Pacific Islander, Black or African American, White, Hispanic or Latino, or Other Race.

PCP

Primary care provider for the client. The PCP pick list consists of the physicians associated to the organization you are currently logged into plus any PCP already saved to the client's record. If you do not see the PCP in this listing, you may click the PCP button to add a new one.

Restriction

Indicate whether the client is in isolation, quarantine, or none.

Chart #

External chart number for the client.

Event #

Event associated with this isolation/quarantine episode.

I/Q Start Date

Date when the client entered isolation/quarantine.

I/Q End Date

Date when the client was no longer considered under isolation/quarantine.

Previous Event Exposure

Other events that the client was previously exposed to.

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 Functionality

The following table describes the buttons available on the Client Information Tab.

Button

Description

btnpcp.gif

When you click on the PCP button, the system displays the Add Physicians screen. You may proceed to add a new physician, and when you save, the new physician displays as the client's PCP.

btnadd.gif

When you click on the Add button, the system adds the selected previous event exposure from the Available Choices box (the left-hand box) to the Selected Values box (the right-hand box). All previous event exposures in the right-hand box are saved on the client's record. Make sure to click the Save button in the upper right-hand part of the screen to finalize the change.

btnremove.gif

When you click on the Remove button, the system takes the selected previous event exposure in the Selected Values box (the right-hand box) and moves it to the Available Choices box (the left-hand box). This removes the selected item from the client's record. Make sure to click the Save button in the upper right-hand part of the screen to finalize the change.

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