This page guides through process of allocating a support worker to the client profile, managing that allocation and assigning an allocated support worker to a scheduled service.
Introduction
The client record is configured with a feature that enables you to allocate one of more preferred support worker(s) against the client profile. The assignment of allocated workers, supports the client right of choice, choice that for example can include the client requesting support workers that are either male, live in the same area or speak a particular language.
Brevity Self Service Portal
For clients that are using the Brevity Self-Service Portal , you must ensure that your therapists and support staff have been allocated to their preferred clients, so that the clients information is available through the portal.
Allocating a Support Worker to a client
To allocate a support worker to a client observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Click the Link Record icon to open a search field.
Input the support workers name and select from the matching name(s) listed within the drop down list.
The Care Workers data grid will update with the particulars of the selected support worker.
Select the Save button
Allocating multiple Support Workers to a client
To allocate multiple supports to a client observe the following steps:
Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client form.
Click the Link Record icon to open a search field.
From the drop down list select the Advanced Search icon to open the Find screen within the browser.
To multi-select support workers that will be assigned to the client, hold the CTRL key and select the required records.
Click the SELECT button to update the Care Workers data grid with the particulars of the selected support worker.
Select the Save button
Removing a Support Worker from a client
To remove a support worker from the Care Worker data grid, slide the horizontal slide bar to the right and select the Remove Link Button that corresponds to the worker. The data grid will automatically refresh.
Assigning a Support Worker to a Scheduled Service
When allocating a support worker to a client service either through the schedule board or the service schedule, Brevity recommend that you allocating staff through the Select Staff page, that the staff type field value is set to “Client Assigned”. This will ensure that only client assigned support workers are listed for service allocation.
