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
Name | Description | Required | Input Mask |
---|---|---|---|
First Name | First name of the client | true | |
Last Name | Last name of the client | true | |
Birthdate | Date of birth for the client if known | NO | valid date (i.e. YYYY/MM/DD or DD/MM/YYYY) |
Health Care Number | Health care number if known | YES | ######### |
New Photo | Photograph of the client | NO | |
Effective Date | The date the client joined the program | YES | valid date (i.e. YYYY/MM/DD or DD/MM/YYYY) |
Expiry Date | The date the client left the program | NO |
Table 2.2. Client Contact
Name | Description | Required | Input Mask |
---|---|---|---|
Address | The street address of the client | YES | |
City | City the client lives in | YES | |
Province | The province the client currently lives in | YES | |
Postal Code | Canadian postal code | YES | A#A #A# |
Phone 1 | Primary phone number | YES | (###) ###-#### |
Phone 2 | Secondary phone number | YES | (###) ###-#### |
Email address | NO | [username]@[server-name] |