Client Information Tab

Tracking Schedule

This is the assigned tracking schedule the client is following. This pick list will always default to the CDC/ACIP schedule. Other provider organization-specific tracking schedules can be assigned only after they are created using the manage schedules screens. Assign the desired tracking schedule using 'Tracking Schedule' pick list. *Note*

Chart #

Chart number is used to capture provider organization-specific identification numbers assigned to clients. The chart number field is used as a simple and easy means for any organization to distinguish among and track its clients. It is also a very quick way to locate clients using the manage client/immunizations screen. Assign or change the chart number by typing the letters and/or numbers into the 'Chart #' text box.

Ethnicity

This is the clients ethnic background. Assign or change the ethnicity using the 'Ethnicity' pick list.

Race

This is the clients racial background. Assign or change the race using the 'Race' pick list.

Provider (PCP)

This is the clients doctor, or primary care provider. This list is derived from entering all associated physicians into the registry using the manage physicians screen. Assign or change the physician using the 'Provider (PCP)' pick list.

School

This is the clients current school of attendance. This list is derived from entering all associated schools into the registry using the manage schools screen. Assign or change the school using the 'School' pick list.

Status

This pick list is used to select whether the client is Active, Inactive, or Permanently Inactive - Deceased. Below are descriptions for each option.

• If Active is selected, the client is considered to be a member of your provider organization and will be included in any reporting.

• If Inactive is selected, the client is no longer considered to be a member of your provider organization and thus will be excluded from any reporting.

• If Permanently Inactive - Deceased is selected, the client will become inactive throughout the entire system under any organization. The client will be excluded from any reporting under any organization.  *Note*

Allow Sharing of Immunization Data?

This pick list is used to determine whether different provider organizations, other than the one that initially entered the client, are able to view the information captured by the registry for that particular client. If 'Yes' is selected, other provider organizations are allowed to view the clients information. If 'No' is selected, only the organization that initially entered the client is able to view the clients information.

Allow Reminder/Recall Contact?

This pick list is used to determine whether reminder and/or recall notices are to be sent to the client. If 'Yes' is selected, then it is allowed. If 'No' is selected, then it is not allowed and this will override any 'Notices?' checked on the Responsible Person(s) Tab. A client with 'No' selected will not appear on a reminder recall until 'Yes' is selected.