Print Initial Consent with airSlate SignNow

Print initial consent

welcome to the Amtrak 2 training video entering a new client training objectives the objectives of this video are to demonstrate how to enter a new client into the M track to registry and how to edit consent information and then check to client is anyone in the state of Texas who has granted consent to be added to the Texas immunization database system known as M track 2 to begin the process of entering a new client click the enter new client link in the application menu panel and the client search screen will display when entering a client only the Smart Search option displays the quick search and basic search options are not available when entering new clients before entering a client users must perform a smart search to validate the client does not already exist in the registry the Smart Search is the most intelligent search and uses a more complex searching process than the other two searches to reduce the likelihood of creating a duplicate client enter the clients information you would like to add to the registry first name last name birth date gender and street address our required fields in this example we are searching for the client bryan blue with the birth date of January 1st 2010 and an address of 1 3 6 5 Holly Drive after entering the client information click the find button this search results in one client record found and displays the client information in the possible matches table notice that this clients birth date and address are different in a client we are needing to enter it is up to the user to look at all the client information and determine if this is the same client or a different client since the client we are needing to enter is different from the existing client we will continue with the inter new client process by responding to the question do you have one of the follow sign consent forms for your client users have the option to select the following yes add a client this means the appropriate consent form to participate in them track 2 has been signed and we will continue with the enter new client process no request a consent form this option will navigate users to the print consent documentation screen where a pre-populated consent form can be printed with the clients information entered in the smart search add client with find disaster-related consent this means the disaster information retention consent form has been signed and a consented disaster only client record is created a client without sign disaster-related consent this means the disaster information retention consent form has not been signed and an unconsented disaster only client record is created for this example let's select the yes at a client radio button to continue with the inter new client process and then click the submit button to proceed users are redirected to the add client screen where the address information tab will be automatically expanded in order to add the client you must enter the minimum required information in both the personal information and address information sections all fields and blue text marked with an asterisk and these two sections are required fields and the information that was entered on the client search screen is already pre-populated in the personal information section notice at the last name first name birth date and gender information is already populated and you must enter the mother's maiden last name and the mother's first name in the address information section the street address information is already populated and you must enter the zip city and county using the drop down arrow to select the appropriate option users are encouraged to enter as much client information as possible on the act I on screen to increase reporting capabilities once all client information has been entered click the continue Add button at the top of the screen to continue with the enter new client process when the client summary screen displays review the clients information for accuracy if anything is incorrect use the Edit client info button to return back to the add client screen to make necessary changes if all information is correct select the continue button to proceed in this example the potential max flow screen appears this screen displays when the system has determined that the client record you are adding possibly already exists and then tracked to the table includes the clients listed during the initial client search along with those not previously listed but have been identified as a possible match after client information was added or changed if needed click the insight to ID to view the clients record in detail if you don't see an existing record matching the client you are attempting to enter click the create new client button you will receive a message pop-up box asking are you sure you would like to overwrite this as the match click OK to continue with the client add users are redirected to the consent affirmation screen this screen is used to select which type of consent has been agreed to and signed consent options display based on the clients data birth since we are attempting to enter a child client the interactive child option is selected by default users can select additional consent attributes for the client using the check boxes for example the minor child of a first responder attribute or the was consent to retain disaster information attribute to continue click the affirm button when they consent affirmation confirmation screen displays the record for the client has been successfully added this screen will list the following client information client ID system generated in track 2 ID name clients name date of birth clients date of birth or name organization that entered the client org address organizations address org phone organizations phone number user ID user ID who entered the client texas iis ID the organization's ID number from this screen users have a choice of the following navigating to the client's record by clicking the go to client button adding another client by clicking the add next button returning to the application home screen by clicking the cancel button for our purposes let's navigate to the view client screen by clicking the go to client button now that we have completed the enter new client process let's review how to edit client consent information navigating to the edit consent screen can be done in two ways first users can navigate to the Edit consent information screen while in the view client screen by clicking the Edit client button and then clicking the edit consent button users are now only edit consent information screen the second option is to click the edit consent information link on the application menu panel using the edit consent information link requires users to perform a client search using the smart search option let's search for the client we just entered Ryan blue after all information is entered click the find button when the clients record displays review the personal information to validate the correct client was selected then click the select client button users are redirected to the Edit content information screen where the clients name and data birth displays at the top of the screen it also displays the client type and consent attributes client type IC equals m track to child FR attribute M equals minor child of a first responder the IR attribute n equals disaster information retention consent has not been signed this screen will only display the remaining consent attributes that can be assigned to the client in addition to what has already been assigned since Brian is an entrant to child I see the consent options that display are only applicable to a client under 18 years of age you because brian has already been designated as a child family member of a first responder the disaster information and retention option is the only available option for more information on client types and consent forms please review the user manual located in the related links tab in the menu bar to update the clients consent information first select the option number one radio button to activate the checkboxes then use the checkboxes to select the appropriate consent option for this example let's select the disaster information retention consent form option if needed click the display form button to view in print a pre-populated disaster information retention consent form or any other selected consent form for the client you can also use the click here to obtain a blank copy of the interactive consent form link to be redirected to the forms tab in the menu bar we're all consent forms are available after updates are made click the update client button to save changes a message dialog box will display asking the user to affirm the changes click the affirm button users are returned to the edit consent information screen and a client updated message displays at the top of the screen the consent attributes will also reflect the changes notice the dir attribute has changed to an M representing the disaster information or retention consent for a minor users can click the Edit client button to navigate to the view client screen or the cancel button to return to the home screen for more detailed information regarding any of these topics see the online user manual located on the related links tab please review the other interactive videos at interact DHS Texas gov at your convenience