Personal Information Header

Purpose

The Personal Information Header is used to display several different client-specific information fields often used to distinguish among individuals when executing client searches. It is also used to add or update any of the client-specific information displayed, except for Social Security Number.

Required Fields

Field Name

Description

Last Name

This is the clients last name. Assign or change a last name by typing the desired name into the Last Name text box. *Note*

First Name

This is the clients first name. Assign or change a first name by typing the desired name into the First Name text box.

Mother's Maiden Last

This is the clients mother's maiden last name. Assign or change the mother's maiden last name by typing the desired name into the Mother's Maiden Last text box.

Mother's First Name

This is the clients mother's first name. Assign or change the mother's first name by typing the desired name into the Mother's First Name text box.

Birth Date

This is the day on which the client was born. Assign or change the birth date by typing the desired date into the Birth Date text box using the format MM/DD/CCYY. Or, click on the calendar icon to set the date.

Please note that the system will not allow the changing of Birth Date to a date that is after existing immunizations. If such a date is entered, an error message will appear and the user will be expected to resolve the conflict with the existing immunizations via the Edit Immunization screen.

Other Fields

Field Name

Description

Middle Name

This is the clients middle name. Assign or change a middle name by typing the desired name or initial into the information field directly following 'Middle Name'.

SSN

This is the clients nine-digit social security number. Assign a social security number by typing in the nine-digit number into the three information fields directly following 'SSN'. *Note*

Gender

This is the clients gender. Assign or change the gender by clicking on one of the three radio buttons directly following 'Gender'. If a gender type is not selected, the system will default to 'Unknown'.

County

This is the Georgia county where the client currently resides. Assign or change the county of residence by selecting one of the Georgia counties from the combination box directly following 'County'.

Last Notice Date

This displays the last date that this client was reported against by a provider organization.

Last Updated Date

This displays the last date that this client was entered or edited by a provider organization, as well as the name of the provider organization.

Notes

Required Fields

In order for the registry to create and maintain a record for a client, school, etc., there is a minimum amount of information necessary that must be provided by a user. These select pieces of information are the Required Fields and are denoted in the registry by the blue information field labels as seen in the example below.

Mothers First Name

SSN Note

Once a social security number has been entered and saved, it will not be displayed for updating. Instead, directly after 'SSN', the registry will display the social security number as being '(On File)'. Therefore, take extreme caution when entering a clients social security number. If it is entered incorrectly and a search is executed on the Manage Client/Immunizations screen using SSN, the client will not be located.

Field Name	Description
Last Name	This is the clients last name. Assign or change a last name by typing the desired name into the Last Name text box. Note
First Name	This is the clients first name. Assign or change a first name by typing the desired name into the First Name text box.
Mother's Maiden Last	This is the clients mother's maiden last name. Assign or change the mother's maiden last name by typing the desired name into the Mother's Maiden Last text box.
Mother's First Name	This is the clients mother's first name. Assign or change the mother's first name by typing the desired name into the Mother's First Name text box.
Birth Date	This is the day on which the client was born. Assign or change the birth date by typing the desired date into the Birth Date text box using the format MM/DD/CCYY. Or, click on the calendar icon to set the date. Please note that the system will not allow the changing of Birth Date to a date that is after existing immunizations. If such a date is entered, an error message will appear and the user will be expected to resolve the conflict with the existing immunizations via the Edit Immunization screen.

Field Name	Description
Middle Name	This is the clients middle name. Assign or change a middle name by typing the desired name or initial into the information field directly following 'Middle Name'.
SSN	This is the clients nine-digit social security number. Assign a social security number by typing in the nine-digit number into the three information fields directly following 'SSN'. Note
Gender	This is the clients gender. Assign or change the gender by clicking on one of the three radio buttons directly following 'Gender'. If a gender type is not selected, the system will default to 'Unknown'.
County	This is the Georgia county where the client currently resides. Assign or change the county of residence by selecting one of the Georgia counties from the combination box directly following 'County'.
Last Notice Date	This displays the last date that this client was reported against by a provider organization.
Last Updated Date	This displays the last date that this client was entered or edited by a provider organization, as well as the name of the provider organization.