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This tab allows you to customize and activate some of the fields that appear on the client contact screen, the behavior of the demographics and shortcuts buttons on the menu bar on the client screen, and the client flags, termination and disability features.
| 1. | From the calendar screen, click Settings > System Settings > Client tab. |
| 2. | Click in the check boxes to activate fields on the client contact screen including: |
| o | Client ID (Note: This number is automatically assigned by Titanium. It is not the same as Student ID.) |
| o | Ok to contact via home phone |
| o | Ok to contact via other phone |
| o | Social Security Number (Note: Use of this field is not recommended.) |
| o | Preferred Pronouns (Note: This will also activate the preferred name field.) |
| o | Sex at Birth (Note: This field is required for electronic prescribing. The label and pull down menu options are part of the data standard established by the US Dept of Health and Human Services, and cannot be changed. This field is not the same as gender. This field cannot be displayed on the web component, and does not control and is not affected by any data forms your center creates/uses.) |
| 3. | Click in the check boxes to add client ID or file number search fields to the Find/Add client screen. |
| 4. | If using Social Security number on the client contact screen, click in the check box to activate ###-##-#### format for Social Security number display, if desired. |
| 5. | If desired, click in the Field Label text boxes and enter custom labels for: Phone 1, Phone 2, Phone 3, Address 1, Address 2, and Preferred Name (i.e., mobile, home, other for phone numbers). |
| 6. | If desired, use the pull down menus to select the format for each of the three phone number fields. |
| 7. | If desired, click Client Name Settings to change the format in which client name will appear on search and display screens through Titanium. On the new window: |
| o | Click the check box to display an indicator that the client is a minor, and set the desired age in years |
| o | Click the How Clients are Sorted button to change the sort order on lists where clients are displayed |
| o | Click in the Name Display field to remove items from the name display. Click the Insert Replacement Field button to add fields to the name display. |
| o | Click Close when the preview matches your desired display. |
| 9. | If desired, set up the Termination reminders feature. |
| 11. | To use the tabs at the bottom of the client contact screen, click in the desired check boxes under User Definable Comment fields and enter the desired labels for each tab in the text boxes. (Note: You can choose to use any combination of tabs.) |
| 12. | Click the check box to use Tab 3 for billing comments. (Note: Clicking this will allow the billing comments to be displayed on invoice and service line screens.) |
| 13. | Click in the check box to capitalize the first letter of names on the Find/Add client screen. |
| 14. | Use the pull down menu to select the data form to be opened when users click the Demographics button on the menu bar on the client screen. |
| 15. | If desired, use the pull down menu to select an alternate data form which users can choose when they click the Demographics button on the menu bar on the client screen. |
| 16. | Use the pull down menu to select the default note type to be created when users complete a demographics form by clicking on the Demographics button on the client screen. |
| 17. | If desired, click Setup Shortcuts to activate the shortcuts button on the menu bar on the client screen. |
| 18. | Use the list screen to create shortcuts to one or more data forms by selecting the data form and note type from the pull down menus. |
| 19. | If desired, click on the Medication tab, and click the box to show the medication tab in the client record so that client preferred pharmacy and allergies can be documented. (Note: This box will automatically be checked if your center uses medication features to document prescriptions or prescribe electronically.) |
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