The help for these two screens have been combined due to their similarity. Much of the information pertains to both screens. Read below and follow the descriptions to determine what applies to which screen.

The Edit Client screen is used to update or change the specific, non-immunization information relating to any client existing in the registry system. In order to edit a clients information, he or she must first be located in the system using the manage client/immunizations screen.

The Enter New Client screen is used to introduce previously non-existing clients into the registry.

The steps taken to add a new client into the registry are the same as when editing a client except for the following:

The steps taken to add a new client without a first name are the same as the steps above except for the following:

Note: The 'NO FIRST NAME' text that you type in will not appear once the record has been saved. You will have to retype it (or any of the other examples given previously) in anytime you are editing the record and not updating the first name.

There are four parts to the Edit/Enter New Client screen defined as follows: Click on a link to view the explanation for that screen. To make modifications to a client, change the desired information and then use one of the functionality buttons described below to save the new information to the database.

Button	Description
	When the Save button is clicked, all information fields within the Personal Information Header, Client Information Tab, Responsible Person(s) Tab, or Client Comment(s) Tab are saved to the registry database. Before any client data is saved however, the registry will examine the contents of certain key information fields. If it is determined that any key field contains invalid data, the registry will display a message prompt with a brief description of the error. When it is determined that all key data is valid, the registry will post all of the client data to the database. To signal that the client data has been saved, the Edit Client screen will print "CLIENT UPDATED " in the title bar of the Personal Information Header, while still remaining on the Edit Client screen.
	When the History/Recommend button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and the Immunization History screen will be displayed so that immunizations may be viewed, edited, or added.
	When the Record Immunization button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and you will be directed to the Pre-Select Immunizations screen. This button allows you to bypass the history screen for a patient and go directly to adding immunizations.
	When the Reports button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and you will be directed to the Reports Available for Client screen. NOTE: This button will not display when you are entering a new client.
	When the Add Next button is clicked, all information fields will be examined for validity then saved (just as if the Save button was clicked), and then the Edit/Enter New Client screen will be displayed again for you to add another client. NOTE: This button will not display when you are viewing an existing client.
	When the Cancel button is clicked, the key data fields will not be examined for data validity, and the client data will not be saved to the database. Instead, the manage client screen will be displayed so that a search can be executed for a different client.

The De-Duplication process exists to prevent duplicate clients from being entered into the registry. Duplicate clients reduce the quality of data that is stored within the system, and therefore are attempted to be removed by this process.

When you attempt to add a client that the registry determines may already be entered in the system, the option to "Override" this process is given. If you choose to disregard this message, you may be duplicating a client on the system. A list will display the clients that are a possible match to the one you tried to enter. You can select the client records to see whether the immunizations and other information match or not. If they do not match at all, then it is probably ok to "Override" the De-Duplication warning. If one of the clients does match, then you can access the client record and add any immunizations that are not on the record or update the clients demographic information.

If de-duplication only returns one single match that is very close to the new client data you entered, then the Single Client Match Detected screen displays. You do not have the option of overriding and creating a new client. You are required to use the client displayed.

If you have any additional questions, do not hesitate to contact the registry Help Desk.