Detailed Entry Screen - Personal Data

The detailed entry screen provides the same entry fields as the quick entry screen. The difference is that they are separated into separate screens, each of which covers a single part of the model input. To go to the different screens, just click on the appropriate tab at the top. To set default values for the program, click on the Program Options tab.

The personal data tab allows entry of personal information on the client. A sequential id number is assigned for new clients. Birthdate and health must be entered, as they affect model calculations. Phone, fax, e-mail and mailing address are optional, and do not appear on any reports. The Quick Entry button jumps to the quick entry screen and displays the current record.

Click on any field in this tab for an explanation of that field, or click on a tab to go to another screen.

Field Descriptions

	Insured ID #	The client id is automatically assigned when you create a new client record. The model assigns a unique sequential number to each client. If you prefer, you can change the client number to a social security number, or any other number you choose. If you do change the client number, do this immediately when you create the new client, before creating additional scenarios. If you do not, you will have to change the client number on every scenario you have created.  Back to screen
	Single Insured	The model computes economic impact on a couple, and therefore has space to enter information on two insured parties in each scenario. The Single Insured checkbox sets up a scenario without a second insured party. In a single insured scenario, the financial impact calculations end at the death of the insured. Those fields pertaining to the second insured are hidden when you check this box. Back to screen
	Name	The client name appears on all reports. If you are entering a scenario with two insured, you must enter both of their names. Back to screen
	Birthdate	Because it affects premium calculations and other model results, client age must be entered. Age is calculated automatically based on birthdate. Back to screen
	Health	Because it affects premium calculations, you must make a health selection for each insured. For an insured couple, you can make a different health selection for each of them. Health options are Preferred, Standard, and Rate-Up. Back to screen
	Address	If you do not maintain this information elsewhere, you can enter client address, phone number, fax number, and e-mail address into an optional section in this form. Since this information has no effect on the model results and does not appear in any reports, it is not necessary to enter this information. Back to screen
	Add New Client	To enter information for a new client, click on the Add New Client button. The new client record will be created with default values that are preconfigured in the LTCia program. After creating the new client, enter personal information, and modify the model variables as needed. If you want to change the default variables for every new client you create, you can do this in the Program Options tab of the Detailed Entry Screen, using the Set Model Variable Defaults button. Back to screen
	Add New Scenario	Each time you create a new scenario for a particular client, it is assigned a new scenario letter. When you click on the Add Scenario button, the information from the current scenario is copied to the new scenario. You can then change health, care data, insurance data, and other planning options to create an alternative scenario for your client to consider. Information in the original scenario is not changed when you create the new scenario. Back to screen
	Select Consultant	Selecting a consultant determines the consultant information which will print on the reports. In the case where the model is only used by one person, the consultant can be automatically set in every new record using Program Options.  Back to screen
	Client List	To quickly find a client's records, click on client list. The system will display an alphabetic list of all clients and scenarios. Then, click on an entry in the list to jump directly to that record. Back to screen
	Client Search	Client search allows you to find a client by their client id number or last name. You can also select a consultant and display all client records for that consultant. Back to screen
	Printing Reports &  Screen Previews	Reports can be previewed and printed individually, by clicking on Preview/Select.  You can also print a complete package of reports by clicking on Print All.
	Chart Printing (Color or B&W)	LTCia charts are available in color and black & white versions. Choose the setting which is appropriate to your printer. Color printer users who prefer to print black & white charts may do so, but color charts will be difficult to decipher if they are printed on a black & white printer.
	Print All Includes (Set to Preferred Default)	The Print All button automatically prints a complete package of reports. The checkboxes in the default print screen determine which reports are included in the print all package.
	Deleting Entries	The Delete button allows you to delete a client scenario record. Be careful, because once you've deleted a record, all information is lost, and there is no way to recover it. The LTCia model is capable of holding thousands of records without using very much disk space.