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IntakeRecordScreen

Description

The Intake Record Screen provides users with an interface to view the Intake File records, and relevant details associated with each record, contained in a selected file.

A fixed header is displayed at all times with group customer, file, and record information. The following fixed fields are present in the header:

IntakeRecordScreen Element and Attribute Table

Element/Tag

Attribute

Definition

Element/Attribute Value and Description

<IntakeRecordScreen>

 

 

 

<Search>

 

This section defines the search fields for the Intake Record Screen.

 

<Fields>

 

See Fields Elements.

Users can configure any combination of the following search fields and their associated groups in the IntakeRecordScreen business rule:

• File ID (Intake Record)
• Change Type Code (Intake Record)
• Record Type Code (Intake Record)
• Status Code (Intake Record)
• Record Correlation ID (Intake Record)
• First Name (Person)
• Last Name (Person)
• Date of Birth (Person)
• Tax ID (Client)

<Results>

 

This section defines the layout of the table to display intake records.

 

<Table>

 

See Table Element.

Users can configure any combination of the following table columns and their associated groups in the IntakeRecordScreen business rule:

• File ID (Intake Record)
• Change Type Code (Intake Record)
• Record Type Code (Intake Record)
• Status Code (Intake Record)
• Record Correlation ID (Intake Record)
• First Name (Person)
• Last Name (Person)
• Date of Birth (Person)
• Tax ID (Client)

XML Example

<IntakeRecordScreen>
<Search>
<Fields>
<Field>
<Name>StatusCode</Name>
<Display>Status</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Field>
</Fields>
</Search>
<Results>
<Table>
<Column ALIGN="LEFT">
<Name>RecordCorrelationID</Name>
<Display>Member ID</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>StatusCode</Name>
<Display>Record Status</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
<Column ALIGN="LEFT">
<Name>ChangeTypeCode</Name>
<Display>Change Type Code</Display>
<DataType>Text</DataType>
<Group>IntakeRecord</Group>
</Column>
</Table>
<Results>
</IntakeRecordScreen>

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