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Consumer Demographics
Consumer demographics is made up of two parts. The entry, maintenance and inquiry of confidential consumer demographics into the Consumer Master File and the tracking of PLB funded services received by a consumer. The entry of consumer information will be linked into the Consumer Demographic module via the Units of Service module. We will discuss this linking, later, in the Units of Service section.
Consumer Demographic Maintenance
Consumer Demographic Maintenance
This maintenance function allows entry into and updating of the Consumer Master Database. The Consumer Master is used to capture and store information about consumers and those persons who support them.
The main Master files in the Consumer Demographics are:
Consumer Demographics
Links to/from Mailing List Management
Transactions (History)
These files link to each other relationally and other files such as the General Ledger, Accounts Payable, Units of Service, etc. There are additional minor files that have been created to support Consumer Demographics.
The Master files of Consumer Demographics and the fields in those files are listed below.
CONSUMER DEMOGRAPHICS
Social Security Number
First Name
Last Name
Middle Initial
Salutation
Suffix
Alias
Address 1
Address 2
City
St
Zip
Zip +4
Phone with Area Code
County Code
Date of Birth
Date of Last Address Change
Agency that made Change
Date of Death
Regional Center ID
Medicaid Waiver Authorized (check box)
Residence Type
Primary Diagnosis
Secondary Diagnosis
U.S. House District
U.S. Senate District
State Representative District
State Senate District
Local Municipality Code
County Council District
Guardian Contact
Guardian Type
Guardian Address
Guardian City
Guardian St
Guardian Zip Code
Medicaid Number
EEOC
Gender
Marital Status
Comments/Notes
Verify Notes/Information (check box)
Previous Address
Previous City
Previous St
Previous Zip Code
Not Eligible/Notes (check box)
Mailing override (check box)
TRANSACTIONS
When Address Changes, Capture:
Social Security Number
Prior Address 1
Prior Address 2
Prior City
State
Zip
Zip +4
Phone with Area Code
Agency that made Change
Date of Last Address Change
Comments/Notes
Relationally Links to other Modules
General Ledger
v Accounts Payable
Accounts/Notes Receivable
Fixed Assets
Financial Modeling
v Reporting and Querying
v Mailing List
v Project Management and Consumer Contract Management
v Units of Service Management
Agency Report Management