RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
6 Click Done. You will return to the Allergy Code Maintenance screen.
7 Repeat steps 2–6 for every Allergy Code that you wish to add to the system.
8 When you have finished adding codes, click Exit.
Linking an Allergy Code to a Family Member
The following steps assume that:
• You have already set up allergy codes using the Allergy Code Maintenance program.
• You have already set up your households and family members using the Household and Family Member
Maintenance programs.
1 Go to Files � Activity � Household Maintenance.
2 You will proceed to the Activity Household Selection screen. Click Sponsor Name to proceed to the Household
Listing screen.
3 Highlight the household of the family member to which you wish to link an allergy code. Click Select. You will
proceed to the Household Maintenance screen.
4 Click Members. You will proceed to the Family Listing screen.
5 Highlight the family member to which you wish to link an allergy code. Click Change. You will proceed to the
Family Member Maintenance - Core Information screen.
6 Select the Allergies radio set option at the top of the screen. You will proceed to the Family Member Maintenance
- Allergies screen.
7 Click Add Allergy. You will proceed to the Allergy Update screen.
8 In the Allergy Code field, press the F9 key or right-click from within the field to select the appropriate allergy
code from the picklist.
9 Fill in all other fields or leave their default settings. Press F1 for field-level Help as necessary.
10 Click Update. You will return to the Family Member Maintenance - Allergies screen.
11 Repeat steps 7–10 for every allergy code that you wish to add to this family member record.
12 Click Done. You will return to the Family Member Listing screen.
13 Click Exit.
Setting Up a Basic Care Code
1 Go to Files � CYS � CYS Medical Maintenance � Basic Care Maintenance.
2 Click Add. You will continue to the Basic Care Code Core Information screen.
3 Enter a Medical code consisting of eight or fewer alphanumeric characters.
4 Click Next. Enter a Description to accompany the basic care code.
5 Fill in all other fields or leave their default settings. Press F1 for field-level Help as necessary.
6 Click Done. You will return to the Basic Care Code Maintenance screen.
7 Repeat steps 2–6 for every Basic Care Code that you wish to add to the system.
8 When you have finished adding codes, click Exit.
Linking a Basic Care Code to a Family Member Record
The following steps assume that:
• You have already set up basic care codes using the Basic Care Code Maintenance program.
• You have already set up your households and family members using the Household and Family Member
Maintenance programs.
1 Go to Files � Activity � Household Maintenance.
2 You will proceed to the Activity Household Selection screen. Click Sponsor Name to proceed to the Household
Listing screen.
3 Highlight the household of the family member to which you wish to link a basic care code. Click Select. You will
proceed to the Household Maintenance screen.
4 Click Members. You will proceed to the Family Listing screen.
6/9/2008 116 Vermont Systems, Inc.