Personal Information

Overview

The Personal Information screen allows you to add, update and view Personal Information for the decedent associated to your Case. The Personal Information screen can be accessed from the Menu bar by navigating to Cases – Personal Information.

 

Workflow

To a dd a new Personal Information record :

1. Navigate to Cases – Personal Information to open the Personal Information screen.
2. Fill in the desired information and click Save .

3. If you need to update information on the Personal Information screen, make the desired changes and click Save .

 

Religion field

The Religion field will auto populate to the Name Maintenance screen Religion field. Any updates to the Religion field on either screen (Name Maintenance or Personal Information) will update each other.

 

Workflow

1. Enter a Deceased Name or Beneficiary Name.

2. Click on the Religion field drop down

3. Choose the religion

4. Save

5. Go to Name Maintenance screen

7. The Religion field is populated

Important Information

• If user saves a value for Religion on the Name Maintenance screen for the deceased/beneficiary then on Personal Information screen the Religion field would be auto-populated with this value if it it’s empty.
• If user saves a value for Religion on the Personal Information screen then this value will auto-populate on the Name Maintenance screen if it was not present.
• The user can update the Religion value on both screens independently. On updating the value in one screen it will not update the value on the other screen if it is already populated.
• If an existing name having a religion is added to a case as a Deceased / Beneficiary, then when the case is saved; the religion on the Personal Information screen should be updated