Download PD User Guide - Alberta Netcare

Person Directory (PD) User Guide
PD Basics ......................................................................................................... 4
What is PD? ................................................................................................................................. 4
PD Access ........................................................................................................ 4
PD and Authorized Health Care Providers ................................................................................ 4
Who may Access PD ................................................................................................................... 4
Your PD Login Credentials ......................................................................................................... 5
Launching PD ............................................................................................................................. 5
How to Set Up an Open Button ................................................................................................. 5
Viewing ........................................................................................................... 6
Search for a Patient File.............................................................................................................. 6
PD Person Home Page (View / Update Person screen)............................................................. 8
View demographic data ........................................................................................................... 11
View Eligibility .......................................................................................................................... 12
Registering .................................................................................................... 14
Introduction to Registering a person in PD............................................................................. 14
Creating a New Person and PD finds a match......................................................................... 17
Add Additional People Who Share Demographic Data ......................................................... 19
Newborn ................................................................................................................................... 20
Register a Visitor to Alberta ..................................................................................................... 34
Federally Insured Person.......................................................................................................... 39
Resident Of Alberta .................................................................................................................. 42
Register a Dependent Child – Parent/Guardian PHN entered ............................................... 45
Updating ....................................................................................................... 50
Identity Validation .................................................................................................................... 50
Update Name and Date of Birth – Non Validated Record ...................................................... 52
Add Alias Name Type ............................................................................................................... 53
Update Address and Phone ..................................................................................................... 56
Add Physical Address ............................................................................................................... 60
Add Other Phone ..................................................................................................................... 63
Update Person – Date of Death. .............................................................................................. 66
Newborn Information .............................................................................................................. 68
Alberta Personal Health Card Requests ................................................................................... 69
Alternate IDs ............................................................................................................................. 71
Registration Validation ............................................................................................................. 75
Residency .................................................................................................................................. 77
Merge / Unmerge Request....................................................................................................... 79
Updating a person’s eligibility ................................................................................................. 85
Appendix ...................................................................................................... 98
PD Screen Symbols................................................................................................................... 98
Glossary..................................................................................................................................... 98
Error Messages ......................................................................................................................... 99
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PDUserGuide 2015-05-01 v5.0