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Responsible Person(s) Section |
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Purpose |
The Responsible Person(s) Section is used to display, add, delete, or update any person associated with a patient as a responsible party.
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Add Responsible Person |
From the Enter/Edit Patient screen for the patient in order 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.
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View Responsible Person |
From the Enter/Edit Patient screen for the patient in order 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 button at the top of the responsible person listing.
The system displays the detailed address and phone information for the responsible person you have chosen with the radio button.
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Remove Responsible Person |
From the Enter/Edit Patient screen for the patient in order 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 remove.
Click the Remove in the responsible person listing header.
Click the Save button. The system removes the responsible persons you chose from the record.
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Required Fields |
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Field Name |
Description |
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Last Name |
This is the selected responsible person's last name. Assign or change the responsible person's last name by typing the desired name into the Last Name text box. |
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First Name |
This is the selected responsible person's first name. Assign or change the responsible person's first name by typing the desired name into the First Name. |
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Relationship |
This is the selected responsible person's relationship to the patient. Assign or change the relationship by selecting a relationship from the Relationship pick list. |
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Other Fields |
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Field Name |
Description |
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Middle Name |
This is the selected responsible person's middle name. Assign or change the responsible person's middle name by typing the desired name or initial into the Middle Name text box. |
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Phone Number |
This is the selected responsible person's telephone number. Assign or change the responsible person's telephone number by typing the numbers into the Telephone text boxes. |
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Extension |
This is the selected responsible person's telephone number extension. Assign or change the responsible person's extension by typing the number(s) into the Extension text box. |
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This is the e-mail address for this responsible person. Assign or change the responsible person's e-mail address by typing the e-mail address into the E-Mail text box. |
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Street Address |
This is the selected responsible person's street address information. Assign or change the responsible person's 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 extremely important to precede it with the Apt abbreviation. For example: 1520 Main St Apt 455 |
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Other Address |
This is the selected responsible person's other address information. Assign or change the responsible person's additional address information by typing the numbers or letters into the Other Address text box. For example: Apt. # 6. |
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P.O. Box |
This is the selected responsible person's P.O. Box number. Assign or change the responsible person's P.O. Box number by typing the numbers into the P.O. Box text box. For example: 3036. |
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City |
This is the city in which the selected responsible person currently lives. Assign or change the responsible person's city by typing the name of the city into the City text box. |
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State |
This is the state in which the selected responsible person currently lives. Assign or change the responsible person's state by selecting the desired state from the State pick list. |
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Zip |
This is the ZIP code in which the selected responsible person currently lives. Assign or change the responsible person's ZIP code by typing the five-digit number into the ZIP text box. |
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+4 |
This is the extension of the ZIP code in which the selected responsible person currently lives. Assign or change the responsible person's ZIP code extension by typing the four-digit number into the +4 text box. |
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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 |
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Field Validation |
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Field Name |
Description |
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Last Name |
The system only accepts alpha characters, dashes, and apostrophes. |
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First Name |
The system only accepts alpha characters, dashes, and apostrophes. |
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Middle Name |
The system only accepts alpha characters, dashes, apostrophes, and periods. |
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Phone Number |
The system only allows numeric characters. |
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Extension |
The system only allows numeric characters. |
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The system will only accept E-Mail addresses that contain '@' and a period. |
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Street Address |
The system allows alpha or numeric characters, dashes, periods, apostrophes, forward slashes '/', and pound symbols '#'. |
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Other Address |
The system allows alpha or numeric characters, dashes, periods, apostrophes, forward slashes '/', and pound symbols '#'. |
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P.O. Box |
The system allows alpha or numeric characters, dashes, periods, forward slashes '/', and pound symbols '#'. |
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City |
The system only accepts alpha characters, dashes, and apostrophes. |
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Zip |
The system only allows numeric characters. |
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+4 |
The system only allows numeric characters. |