RecTrac 10.1 Reference Guide

RecTrac 10.1 Reference Guide
8 When you have finished adding codes, click Exit.
Linking a Medication Code to a Family Member
The following steps assume that:
• You have already set up medication codes using the Medication 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 medication 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 a medication code. Click Change. You will proceed to the
Family Member Maintenance - Core Information screen.
6 Select the Medical radio set option at the top of the screen. You will proceed to the Family Member Maintenance
- Medical screen.
7 Click Add Med. You will proceed to the Medical Record Update screen.
8 Select the Medication toggle.
9 In the Med Code field, press the F9 key or right-click from within the field to select the appropriate medication
code from the picklist.
10 Fill in all other fields or leave their default settings. Press F1 for field-level Help as necessary.
11 Click Update. You will return to the Family Member Maintenance - Medical screen.
12 Repeat steps 7–11 for every medication code that you wish to add to this family member record.
13 Click Done. You will return to the Family Member Listing screen.
14 Click Exit to return to the Household Selection screen.
15 Click Exit to return to the Main Menu.
Staff Records
Setting Up a Staff Member Record
When setting up your staff member records, you MUST complete all three file maintenance
screens in order for daily processing functions to complete properly. After setting up all of your
staff members, you will need to revisit their records to update each member’s background checks,
medical evaluations, and training requirements with valid dates and information.
1 Go to Files � CYS � CYS Staff Module
2 You will proceed to the Staff Member Code Maintenance screen. Click Add.
3 Enter the staff member’s last name in the Staff ID field.
For example, RILEY.
4 Click Next. Enter the staff member’s social security number.
5 Enter the staff member’s full name, street address, email address and phone number.
6 Select whether this staff member’s status is Active, LWOP (Leave Without Pay), or Resigned.
7 Select whether this staff member’s appointment is Full, Part, Flex, or Seasonal.
8 In the Ethnic field, select this staff member’s ethnicity from the drop-down list.
9 Enter the date that this staff member was hired in the Date Staff Hired field.
10 Enter this staff member’s date of birth in the Staff Person Date of Birth field.
11 Enter or select the name of this installation.
12 Enter or select this staff member’s pay plan, grade and assignment.
13 Enter or select this staff member’s job series and title.
14 Click Next. You will continue to the Staff Member – History screen.
Vermont Systems, Inc. 119 06/09/08