1. Overview

Abstract

Overview of fields available on the client management screens, whether the fields are required and any the format that is expected for the filed.

Client management screens provide access to the following fields:

Table 2.1. Client

NameDescriptionRequiredInput Mask
First NameFirst name of the clienttrue 
Last NameLast name of the clienttrue 
BirthdateDate of birth for the client if knownNOvalid date (i.e. YYYY/MM/DD or DD/MM/YYYY)
Health Care NumberHealth care number if knownYES#########
New PhotoPhotograph of the clientNO 
Effective DateThe date the client joined the programYESvalid date (i.e. YYYY/MM/DD or DD/MM/YYYY)
Expiry DateThe date the client left the programNO 

Table 2.2. Client Contact

NameDescriptionRequiredInput Mask
AddressThe street address of the clientYES 
CityCity the client lives inYES 
ProvinceThe province the client currently lives inYES 
Postal CodeCanadian postal codeYESA#A #A#
Phone 1Primary phone numberYES(###) ###-####
Phone 2Secondary phone numberYES(###) ###-####
EmailEmail addressNO[username]@[server-name]