The Generate Participant Appointment Schedule screen is available in the following application modules:
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Central Administrative Site |
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Clinic |
Contents Show
The Generate Participant Appointment Schedule screen is used to generate a Participant Appointment Schedule Report CLN016 (Output) that lists the upcoming appointments and group education classes for the client or for all members of the client's household.
For detailed information about the system output generated, see Participant Appointment Schedule Report CLN016 (Output).
The Generate Participant Appointment Schedule screen is available in the following application modules:
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Central Administrative Site |
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Clinic |
Generate Participant Appointment Schedule screen
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Interface InitializationUpon initial display of the screen, the following occurs:
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Unless otherwise stated below, all controls on the Generate Participant Appointment Schedule screen are visible and enabled when:
The screen is active.
If one or more special conditions exist that affect a control on the Generate Participant Appointment Schedule screen, the condition(s) are documented for that specific control below.
Select an option in the Household Members radio button group.
This group box includes radio buttons that allow you to specify whether to generate an appointment schedule for the current participant or for all members of the household. The title text of the group box is set to "Household Members". Select the following radio buttons to specify the client types to include in the generated system output:
Current Participant radio button
Select this radio button to include appointments for the current client in the generated schedule.
All Members of Current Household radio button
Select this radio button to include appointments for all members of a client's household in the generated schedule.
Complete the information in the Date Range group box.
This group box includes calendar controls that allow you to specify the date range for which to generate the system output. The title text of the group box is set to "Date Range". Complete the information in the following calendar controls to specify the date range the system output will cover:
From calendar control
Select or enter the starting date of the date range in this calendar control.
To calendar control
Select or enter the ending date of the date range in this calendar control.
The From date entered must be equal to or less than the To date entered. If not, a standard error message (E0047) displays when the screen is processed.
Click the OK button to generate the system output.
It is the default button for the screen.
It does not have a mnemonic. Its keyboard shortcut is the Enter key.
Depending on the selection in the Report Destination radio button group, one of the following occurs when the OK button is clicked:
If the Display on Screen radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message (E0051) displays. Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is displayed on your computer's monitor after it is generated.
If the Send to Printer radio button is selected and a default printer has not been selected for the workstation, the system displays the Default Printers screen. If the user does not select a printer and clicks the Cancel button, a standard error message (E0051) displays. Upon dismissal of the standard error message, the user is returned to the Generate Reports screen. Otherwise, the system output is sent to the report printer currently defined for your workstation after it is generated.
If the Save as PDF radio button is selected, a standard Windows Save File As screen displays when the OK button is clicked. Select the folder and enter the file name to save the PDF file and click the OK button. When clicked, the system saves the file to the selected folder as the specified filename. Or, click the Cancel button to dismiss the Windows Save File As screen without saving the PDF file.
The report is generated and the Generate Reports screen displays when clicked, and, depending on which screen originally called the Generate Participant Appointment Schedule screen, one of the following screens display when the button is clicked:
It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.
Depending on which screen originally called the Generate Participant Appointment Schedule screen, one of the following screens displays when the button is clicked:
If data can be validated and saved on the screen, the following processes occur when the screen is processed:
A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.
If no data can be validated and saved on the screen:
No cross edits are performed.
All values are considered legitimate.
No data is written to the database.
The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.
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Control Label |
Required |
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From |
X |
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To |
X |
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Household Members radio button group |
X |
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Software Version: 2.40.00
