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This page guides you through the creation and maintenance of Client Service Schedule records.

These are related topics of the page

  • Introduction

  • Accessing the Service Schedule

  • Navigating the Service Schedule List page

  • Navigating the Service Schedule page

  • Create a Service Schedule

  • Edit a Service Schedule

  • Clone a Service Schedule

Introduction

The Service Schedule record is related with the provision of direct services. The schedule record lists the type, date, location and funding considerations of the service being delivered, the client on receipt of the service and support worker whom is delivering the service, associated tasks and the service cost inclusive of expenses.

The Service Schedule record can be created either:

  • through the client>Service Schedule sub-menu

  • Direct off the Client record through the Service Schedule tile located within the left vertical menu.

  • Creating a copy of an existing Service Schedule profile.

  • From the client panel within the schedule board, by selecting the (blue star) service template icon.


Accessing the Service Schedule