Responsible Person(s) Section |
Purpose |
The Responsible Person(s) Section is used to display, add, delete, or update any person associated with a patient as a responsible party.
Add Responsible Person |
You need to have accessed the Enter/Edit Patient screen for the patient. To add a new responsible person to this patient's record, follow these steps:
Click Responsible Person section header so that the section is fully expanded.
Click Add New button. The system clears the responsible person fields below the patient's responsible person listing.
Enter responsible person information. Last name, first name, and relationship are all required fields.
Click the Apply Changes button.
Click the Save button. The system saves the new responsible person for the patient. You may verify this by viewing the patient's responsible person listing.
View Responsible Person |
You need to have accessed the Enter/Edit Patient screen for the patient. To view a responsible person's information, follow these steps:
Click Responsible Person section header so that the section is fully expanded.
Click the radio button next to the responsible person you wish to review.
Click the Review at the top of the responsible person listing.
The system displays the detailed address and phone information for the responsible person you have chosen to review.
Remove Responsible Person |
You need to have accessed the Enter/Edit Patient screen for the patient. To remove a responsible person from the patient's record, follow these steps:
Click Responsible Person section header so that the section is fully expanded.
Click the check box next to each responsible person you wish to review.
Click the Remove in the responsible person listing header.
Click the Save button. The system removes the responsible persons you chose from the record.
Required Fields |
Field Name |
Description |
Relationship |
This is the selected responsible person's relationship to the patient. Assign or change the relation by choosing a relationship from the 'Relationship' pick list. *Note* |
Other Fields |
Field Name |
Description |
Last Name |
This is the selected responsible person's last name. Assign or change a last name by typing the desired name into the 'Last Name' text box. |
First Name |
This is the selected responsible person's first name. Assign or change a first name by typing the desired name into the 'First Name' text box. |
Middle Name |
This is the selected responsible person's middle name. Assign or change a middle name by typing the desired name or initial into the 'Middle Name' text box. |
Phone Number |
This is the selected responsible person's telephone number. Assign or change the telephone number by typing the numbers into the 'Telephone' text boxes. |
Extension |
This is the selected responsible person's telephone number extension. Assign or change the extension by typing the number into the 'Extension' text box. |
This is the e-mail address for this responsible person. |
|
Street Address |
This is the selected responsible person's street address information. Assign or change the street address by typing the numbers and/or letters into the 'Street Address' text box. For example: 1520 Main Street. Note: If you choose to enter apartment information on this line, it is important to precede it with the Apt abbreviation. For example: 1520 Main St Apt 455 |
Other Address |
This is the selected responsible person's other address information. Assign or change any additional address information by typing the numbers or letters into the 'Other Address' text box. For example: Apt. # 6. |
P.O. Box |
This is the selected responsible person's P.O. Box number. Assign or change the P.O. box number by typing the numbers into the 'P.O. Box' text box. For example: 3036. |
City |
This is the city in which the selected responsible person currently lives. Assign or change the city by typing the name of the city into the text box directly following 'City'. |
State |
This is the state in which the selected responsible person currently lives. Assign or change the state by selecting the desired state from the 'State' pick list. |
Zip |
This is the ZIP code in which the selected responsible person currently lives. Assign or change the ZIP code by typing the five-digit number into the 'ZIP' text box. |
+4 |
This is the extension of the ZIP code in which the selected responsible person currently lives. Assign or change the ZIP code extension by typing the four-digit number into the '+4' text box. |
Primary |
This radio button is used to indicate who has primary responsibility for the patient. Note: The primary indicator is for informational purposes only and is not used elsewhere in the system. All address and phone number information which displays in the system is the patient address and phone number |
Field Validation |
Field Name |
Description |
Last Name |
The system only accepts alpha characters, dashes, apostrophes, and periods. |
First Name |
The system only accepts alpha characters, dashes, apostrophes, and periods. |
Middle Name |
The system only accepts alpha characters, dashes, apostrophes, and periods. |
Telephone |
The system only allows numeric characters. |
The system will only accept E-Mail addresses that contain '@' and a period. |
|
Street Address |
The system allows alpha or numeric characters, dashes, periods, apostrophes, forward slashes '/', and pound symbols '#'. |
Other Address |
The system allows alpha or numeric characters, dashes, periods, apostrophes, forward slashes '/', and pound symbols '#'. |
P.O. Box |
The system allows alpha or numeric characters, dashes, periods, forward slashes '/', and pound symbols '#'. |
City |
The system only accepts alpha characters, dashes, apostrophes, and periods. |
Zip |
The system only allows numeric characters. |
Notes |
Required Fields
In order for the system to create and maintain a record for a patient, 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 system by the blue information field labels as seen in the example below.
Mothers First Name