Field Name	Description
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*
Selected Eligibilities	The 'Selected Eligibilities' list box determines the applicable financing source of any immunizations a client has or will receive in the future. Assign or change an eligibility using one of the following: 1.) Highlight the desired eligibility from the 'Eligibility List' list box by clicking on it, and then hit the  Add >  button to move it to the 'Selected Eligibilities' list box. To remove eligibility, highlight the desired eligibility to remove from the 'Selected Eligibilities' list box and hit the  < Remove  button.     2.) From the 'Eligibilities List' list box, double-click on the desired eligibility to assign, and that selection will automatically be moved into the 'Selected Eligibilities' list box. To remove an eligibility, double-click on the desired eligibility from the 'Selected Eligibilities' list box, and that selection will automatically be removed.
Eligibility Date	'Eligibility Date' indicates the effective date of the client's current eligibility status. The date is used to determine if incoming eligibility data received through data exchange is more current than the client's existing eligibility. Assign or change the eligibility date by typing the desired date in the text box using the format MM/DD/CCYY or click the calendar icon next to the date. The Eligibility Date may not be in the future, prior to the client's date of birth or after the client's date of death.

Field Name	Description
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/daycare of attendance. This list is derived from entering all associated schools/daycares into the registry using the Manage Schools screen. Assign or change the school/daycare 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.
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 check box is 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.
Insurance Providers	The selected insurance providers information box allows a client to be associated with any number of pre-selected insurance plans. Insurance information is used for reporting purposes only. Assign or change insurance providers using one of the following: 1.) Highlight the desired insurance provider from the 'Insurance Providers' list box by clicking on it, and then hit the  Add >  button to move it to the 'Selected Providers' list box. To remove an insurance provider, highlight the desired provider to remove from the 'Selected Providers' list box and hit the  < Remove  button. 2.) From the 'Insurance Provider's list box, double-click on the desired insurance provider to assign, and that selection will automatically be moved into the 'Selected Providers' list box. To remove an insurance provider, double-click on the desired provider from the 'Providers Selected' list box, and that selection will automatically be removed.