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Simulation Documentation

Simulation Name: Reading Client Tracking Information
Simulation Mode: Teach 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 taught 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" CLIENT TRACKING in the EIS Menu
User Prompt: You have already anchored your client. To view their client tracking records, click CLIENT TRACKING in the EIS Menu.
Screen Name: #2: Client Tracking List - Microsoft Internet Explorer

Step: Click underlined Client Tracking Record ID "Hot Area" underlined Client Tracking Record ID
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).
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.
Screen Name: #4: Notes List - Microsoft Internet Explorer

Step: Click underlined note TITLE "Hot Area" underlined note TITLE
User Prompt: To view note details, click the underlined note TITLE.
Screen Name: #5: Notes General - Microsoft Internet Explorer

Step: Click CLIENT TRACKING GENERAL in the EIS Header "Hot Area" CLIENT TRACKING GENERAL in the EIS Header
User Prompt: View the note. To go back to the client tracking item, click CLIENT TRACKING GENERAL in the EIS Header.
Screen Name: #6: Client Tracking General - Microsoft Internet Explorer

Summary: You have now been taught how to read client tracking information.