Welcome to Computer Based Training (CBT) Page
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Simulation Documentation
Simulation Name: Reading Client Tracking Information
Simulation Mode: Show me
Scenario: The client tracking component in EIS is used to track physical movements of a client, for example if a client moves from Region I to Region III. Client tracking is also used to track referrals for a client, for example if a client is referred to get dental services. In this lesson, you will be shown how to read information for a client tracking item in EIS.
Screen Name: #1: People Demographics - Microsoft Internet Explorer
Step: Click CLIENT TRACKING in the EIS Menu "Hot Area"  |
| User Prompt: You have already anchored your client. To view their client tracking records, click CLIENT TRACKING in the EIS Menu. |
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Screen Name: #2: Client Tracking List - Microsoft Internet Explorer
Step: Click underlined Client Tracking Record ID "Hot Area"  |
| User Prompt: To view the details for a client tracking record, click the underlined Client Tracking Record ID (for example, the second client tracking record in the list). |
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Screen Name: #3: Client Tracking General - Microsoft Internet Explorer
| Step: Select Notes from the SHOW Menu drop-down list. |
| User Prompt: View the details for the client tracking record. To see if there are any notes attached to the client tracking record, select "Notes" from the SHOW menu. |
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Screen Name: #4: Notes List - Microsoft Internet Explorer
Step: Click underlined note TITLE "Hot Area"  |
| User Prompt: To view note details, click the underlined note TITLE. |
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Screen Name: #5: Notes General - Microsoft Internet Explorer
Step: Click CLIENT TRACKING GENERAL in the EIS Header "Hot Area"  |
| User Prompt: View the note. To go back to the client tracking item, click CLIENT TRACKING GENERAL in the EIS Header. |
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Screen Name: #6: Client Tracking General - Microsoft Internet Explorer
| Summary: You have now been shown how to read client tracking information. |
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