Edit/Enter New Client Screen |
Purpose |
The on-line help for the Edit Client and Enter New Client screens have been combined due to their similarity. Much of the information pertains to both screens. Read below to determine what applies to which screen.
The Edit Client screen is used to update or change information relating to any client who already exists in the system. In order to edit a client's information, the user must first locate the client in the system using the manage client screen.
The Enter New Client screen is used to enter a previously non-existing client into the system.
Entering a New Client |
The steps taken to add a new client into the registry are virtually the same as when editing a client, except when you edit a client, you click the 'manage client' hyperlink and search for the client first. To enter a new client, follow these steps:
Click on the 'enter new client' hyperlink from the Menu Panel on the left side of the Main screen
You will be provided with a blank client form to enter all of the client information from scratch.
There are a number of buttons that can be used to when adding a new client.
The Save button will save the information and keep you on the current screen.
The History/Recommend button will save the information and then take you to the Immunization History screen in VIIS where you can add/edit immunizations and view tracking schedule recommendations.
The Reports button will save the information and then take you to the Client Reports screen where you can generate reports for the client you are working with.
The Add Next button will save the information and then clear the client form you have just completed to allow you to add another client into the registry without having to start all over. This button only displays on the Enter New Client screen.
Further description for all buttons can be found further below in the functionality section.
A de-duplication process is performed every time you are entering a new client into the registry to verify that the client does not already exist. In the event an existing client is detected that matches the one currently being entered you will be asked if you want to "Override" the de-duplication and enter the client anyway.
Once you have verified that there are no matching clients, and decide to add the new client into the registry, you can continue with the client by following the steps as outlined below for the different sections of the Edit/Enter New Client screen.
Information Provided |
The five sections of the Edit/Enter New Client screen are listed below. Click on a link to view the explanation for that section. To make modifications to a client, change the desired information and then use one of the Functionality buttons to save the new information to the database.
Functionality |
The table below describes the buttons on the Edit/Enter New Client screen.
Button |
Description |
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When the Save button is clicked, all information fields within the Personal Information Header, Client Information Tab, Contact(s) Tab, Client Symptom(s) Tab, and I/Q Follow-Up Tab are saved to the database. Before any client data is saved however, the registry will examine the contents of certain key information fields. If it is determined that any key field contains invalid data, the registry will display a message prompt with a brief description of the error. When it is determined that all key data is valid, the registry will post all of the client data to the database. To signal that the client data has been saved, the Edit Client screen will print "**CLIENT UPDATED** " in the title bar of the Personal Information Header while still remaining on the Edit Client screen. |
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When the History/Recommend button is clicked, all information fields will be examined for validity then saved, just as if the Save button was clicked. Depending on your security, the full-featured VIIS Immunization History screen or the Print Restricted Access screen will be displayed so that immunizations in VIIS may be viewed. If you do not have IR access for the organization you are currently in for SNS or only have IR Reports Only access, you will just receive the Print Restricted Access screen. |
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When the History Prophylaxis button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and the View Client Prophylaxis screen will display so that the user may view the client's history of administered prophylaxis. |
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When the Record Prophylaxis button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and the Add Client Prophylaxis screen will be displayed so that the user may administer a new prophylaxis for the client. |
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When the Reports button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and you will be directed to the Client Reports screen. NOTE: This button will not display when you are entering a new client. |
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When the Exposed Clients button is clicked, the system displays the Event for Exposed Client Listing screen. You may subsequently view the client's exposed client listing for a chosen event. |
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When the Cancel button is clicked, the key data fields will not be examined for data validity, and the client data will not be saved to the database. Instead, the manage client screen will be displayed so that a search can be executed for a different client. |