Audit Search Screen |
Purpose |
The Audit Search screen is used to search and locate any client existing in the registry system using predetermined sets of search criteria.
Functionality - Search Criteria |
4.) Gender Search
5.) SSN Search
8.) GRITS ID Search
1.) Client Name Search
In order to locate a client in the registry using his or her name, a certain portion of each of the clients Last Name and First Name must be entered into the respective information fields as described below.
Field Name |
Requirements |
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Last Name |
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First Name |
At a minimum the first two characters of the clients first name must be entered. |
Notes: |
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2.) Mother's Name Search
In order to locate a client in the registry using his or her Mother's Maiden Name, a certain portion of each of the Mother's Maiden Last name and Mother's First Name must be entered into the respective information fields as described below.
Field Name |
Requirements |
Mothers Maiden Last |
At a minimum, the first three characters of the Mother's Maiden Last name must be entered. |
Mothers First Name |
At a minimum, the first two characters of the Mother's First Name must be entered. |
Notes: |
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3.) Birth Date Search
In order to locate a client in the registry using his or her Birth Date, the criteria must be entered as described below.
Field Name |
Requirements |
Birth Date |
A valid date between 01/01/1880 and the current date, in the format MM/DD/CCYY, must be entered. |
Notes: |
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4.) Gender Search
The Gender Search can only be used in helping to locate a client in the registry when used in conjunction with one or more other set(s) of search criteria.
Field Name |
Requirements |
Gender |
Select one of the three radio buttons, 'M' for male, 'F' for female, or 'N/A' for not available. |
Notes: |
If nothing is selected, the Gender Search will always default to 'N/A'. The search engine will then execute its search using any other search criteria entered, independent of any clients gender in the system. |
5.) SSN Search
In order to locate a client in the registry using his or her Social Security Number, the criteria must be entered as described below.
Field Name |
Requirements |
SSN |
A valid nine-digit Social Security Number must be entered, broken down by the three separate information fields after SSN. |
Notes: |
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6.) Phone Number Search
In order to locate a client in the registry using his or her Responsible Person's Phone Number, the criteria must be entered as described below.
Field Name |
Requirements |
Phone Number |
A valid seven-digit Phone Number must be entered, broken down by the second and third information fields after Phone. |
Notes: |
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7.) Chart Number Search
In order to locate a client in the registry using his or her Chart Number, the criteria must be entered as described below.
Field Name |
Requirements |
Chart Number |
A valid Chart Number assigned by a specific provider organization must be entered. |
Notes: |
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8.) GRITS ID Search
In order to locate a client in the registry using his or her GRITS ID Number, the criteria must be entered as described below.
Field Name |
Requirements |
GRITS ID |
A valid unique id number assigned by GRITS when the client was entered into the registry. |
Notes: |
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Search Results |
Button |
Description |
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After the Find button is clicked and the client search within the database is finished, one of three results will occur as described below. |
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After the Cancel button is clicked the user is returned to the GRITS Home page. |
Exact Client Match
An Exact Client Match means the search engine returned only one client. When this occurs, the Audit Details screen is then displayed containing all of the relevant information regarding the client found. An Exact Client Match will usually occur when the search criteria entered contains information inherently specific to a particular client.
List of Possible Matches
A List of Possible Matches means the search engine returned more than one, and less than or equal to 75, possible client matches.
All possible clients matches returned are then displayed in a table. The client list is sorted alphabetically by Last Name. Other relevant information is also included in the table for each client.
Using the information displayed for each of the clients in the table, an exact client match can logically be selected by clicking on the clients Last Name. The Edit Client screen or the Immunization History screen is then displayed containing all relevant information regarding the client selected. If a client has opted out of the registry, the Edit Client screen is always displayed.
When the search engine is executing a search in the database, it begins to accumulate clients in memory who are to be considered as possible matches from the search criteria entered. If the number of clients exceeds 75 available matches, then no clients will be listed for further selection. Instead, the following message will display:
"XX clients were found. Please refine your search criteria to limit your client list."
(Where XX is the total number of possible clients found in the search.)
This threshold limit occurs to restrict the extremely long lists of possible clients to choose from.
In the event a threshold limit is encountered while executing a client search, the scope of the search must be narrowed. Revisit the search criteria that was previously used, and add any more information that is available for the client. Be sure to observe the search criteria restrictions listed above.