Download PD User Guide - Alberta Netcare

Person Directory (PD) User Guide
4. Complete the Add Name fields:
i. Name Type: Select the category that applies to the name change.
Options are: Alias, Legal and Maiden.
ii. Title: If applicable, select the appropriate Title. Options include, but are
not limited to, Mister, Mrs., Ms., Brother, Corporal, Reeve, etc
iii. Last Name: This field is mandatory. If the name change only affects the
first name, enter the patient’s existing last name
iv. First Name: This field is mandatory. If the name change only affects the
last name, enter the patient’s existing first name.
v. Middle Name: this field is optional.
vi. Suffix: If applicable, a suffix can be selected from the drop-down menu.
Options are: II, III, IV, Jr., Sr.
vii. Document Type: Select the document type used to validate the added
name.
viii. Issuing Authority: Is only required when the Name Type: Legal is
entered. An example of the Issuing Authority would be: The Vital
Statistics Office
ix. Effective / Expire Date: This optional field can either have the date that
the name is effective (e.g. in the case of a marriage/divorce) or the date
that the name or the documentation expires.
5. Click Submit when the information has been entered. The View All Names screen will
appear with the new alias added. NOTE: a Duplicate person search is automatically
executed by PD when a name is added to a file.
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PDUserGuide_Oct2013_v4.3