Edit/Enter New Client

Purpose

This help screen addresses both the Edit and Enter New Client screens.

The Edit Client screen is used to update or change the specific, non-immunization information relating to any client existing in the registry system. In order to edit a client's information, he or she must be located in the system using the manage client/immunizations screen.

The Enter New Client screen is used to add previously non-existing clients into the registry.

Information Provided

Entering a New Client
Client Information Tab
Responsible Person(s) Tab
Client Comments Tab

Functionality

Notes

Information Provided

Entering a New Client

Enter all required client information on the blank client form provided.

Required Field

Last Name

First Name

Mother's Maiden Name

Mother's first name

Birthdate

Additional information for the patient can be added under three tabs on the lower part of the screen. Click the embedded hyperlinks below to see more information on the functionality of these information tabs.

Client Information Tab

Enter personal information relevant to the client being entered. This information is not required. Click here to read more information on this particular function on the Enter/Edit New Client screen.

Responsible Person(S) Tab

Enter personal demographic information for the client being added, their legal guardian, or other contact person or persons. Click here to read more information on this particular function on the Enter/Edit New Client screen.

Client Comments Tab

Enter medical or other comments pertaining to the client. Click here to read more information on this particular function on the Enter/Edit New Client screen.

Functionality

Button	Description
	When the Save button is clicked, all information fields within the Personal Information Header, Client Information Tab, Responsible Person(s) Tab, or Client Comment(s) Tab are saved to the registry 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.
	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), and the Immunization History screen will be displayed so that immunizations may be viewed, edited, or added.
	When the Record Immunization 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 Pre-Select Immunizations screen. This button allows you to bypass the history screen for a patient and go directly to adding immunizations.
	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 Reports Available for Client screen. NOTE: This button will not display when you are entering a new client.
	When the Add Next button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and then the Edit/Enter New Client screen will be displayed again for you to add another client. NOTE: This button will not display when you are viewing an existing client.
	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.

Notes

De-Duplication Process Note

The De-Duplication process exists to prevent duplicate clients from being entered into the registry. Duplicate clients reduce the quality of data that is stored within the system, and therefore are attempted to be removed by this process.

When you attempt to add a client that the registry determines may already be entered in the system, the option to "Override" this process is given. If you choose to disregard this message, you may be duplicating a client on the system. A list will display the clients that are a possible match to the one you tried to enter. You can select the client records to see whether the immunizations and other information match or not. If they do not match at all, then it is probably ok to "Override" the De-Duplication warning. If one of the clients does match, then you can access the client record and add any immunizations that are not on the record or update the clients demographic information.

If de-duplication only returns one single match that is very close to the new client data you entered, then the Single Client Match Detected screen displays. You do not have the option of overriding and creating a new client. You are required to use the client displayed.

If you have any additional questions, do not hesitate to contact the registry Help Desk.