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Client information can be found on the client screen or in the client file. Depending on your user permissions, you may be unable to view notes for clients who have not been assigned to you.
The client screen includes:
| • | Contact Information tab: Full name, date of birth, Student ID number, contact methods. Depending on how your center administrator has set up the system, you may also see other identification numbers, preferred name, preferred pronoun, client photo, sex at birth and pull down menus for whether it is okay to contact the client using those methods and tabs with free text fields (i.e., comments, billing comments, etc.). |
| • | Medical Information tab: Depending on how your center administrator set up the system, you may see the medical information tab which contains client pharmacies and allergies. |
| • | Disability tab: If your center administrator chooses, disabilities and accommodations are added and removed on this tab. Non-confidential comments about the items can also be added to this tab. |
| • | Client Flags Tab: Your center administrator may choose to use flags to communicate information at a glance. Flags are assigned, deactivated and removed on this tab. Flag colors, descriptions, and behaviors are set by your center administrator. The Flags button appears on the menu bar of several screens in Titanium (e.g., appointment, client file, client screen). If a flag has been assigned for a client, the Flags button will be colored and a small flag icon will appear throughout the program when the client's name is shown (e.g., My Clients list, appointment screen/blocks, on search lists, etc.). |
| o | Med Log: If your center administrator chooses to use the feature, click to access compiled information from medication notes in the client's file. |
| o | eRx: If your center has purchased electronic prescribing, users with sufficient permission can click this icon to open the electronic prescribing portal. |
| o | Client file: The client file contains appointment history and notes. Double click any item in the client file to open it. |
Entries for client allergies, medications, and disabilities / accommodations are shown at the top of the client file. Calendar icons in the client file represent appointments. Yellow notebook icons represent notes. Items that are contained within others are indented and connected with a dotted line. For instance, diagnoses, medications, data forms and attachments will always appear indented under notes because they are part of the note. Notes may be indented under appointments if they are associated with the appointment. Invoices may be indented under appointments, if they are associated with an appointment.
| o | Billing File: The client billing file contains all charges and payments. If your center is using Titanium to generate insurance claims, claim activity is also shown. |
| o | Waitlist: If your center administrator chooses to use the feature, click to add entries for clients on center waitlist(s) |
| o | Shortcuts: Drop down menu with shortcuts to one or more data forms chosen by your center administrator. |
| o | Client Insurance: If your center is using insurance billing, click to add insurance information, and attach scanned copies of insurance cards. |
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