Clients group can be used to determine the specific clients doing the same task. Each client can use their fund which can be found in client's Funding ( see Setting up the Client Funding to setup client funding)
Click clients then click groups to go to Clients Group
To get started in setting up the group, click Next >>>>
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Adding Group Service
Before you can add the clients within the group, it is important that you need to link the group service to the client's funding first.
To add the group service to the client's funding, click on Clients and click clients to go to the clients' list.
You can use the search box to search for the client by typing the client's name. Then click on the client's name and click edit to edit the client's information. Alternatively, you can double-click the client's name to edit their information.
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Adding the service
Locate the client funding section and double-click on the client's fund where you want to add the group service.
Since we are just adding a service to the client's fund, there is no need to unpublish the funding. Under the services section, click on the add button to add the service
Fill out all the information of the group service. After putting all the information, click the save button to save the service
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Creating a New Client Group
To create a new client group, click on the Client Menu, then click Groups.
Click on the + new Button to create a new client group.
Set the name for the Group and click save
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Adding clients to the Group
You can now add clients that will be included in the group. To add clients, click on the add button under the clients section
Fill out the information on this page. For the group fund, select the client's fund that has the group service added to it (See Adding Group Service for instruction). Then click the save button to add the client to the group.
Repeat the steps if you need to add more client to the group.
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Deleting a client from the group
To delete a client from the group, you can click on the delete button on the far right side of the client's name and that client will be deleted from the group.
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Creating a Group Service Schedule
To create a new Group Service Schedule, Click on the New Service Icon on the menu
It will open the new service schedule record page. Fill out all the information for the group service.
Take note of the type. The type should be set to group and not individual. Click save once you are done entering the service schedule details.
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Adding Clients to the service Schedule
After clicking save on the new service schedule, it will show a new page. On this page, you can add the clients that will be included in the group service schedule.
To add clients, locate the roster section. Then on the client section, click on the add button to add the clients.
By default, it will list all the clients that are added from the group. you can add clients by clicking on the client's name.
You can also add other clients to this group service schedule. From the client view, you can click on the drop-down menu and select "all clients". The list of all clients will be shown and you can add them to the group service schedule. You can also search for the client using the search box.
After selecting the participating clients, click on the select button to confirm the selection of the clients.
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Selecting the Employee
Under the roster section, you can add employees that will work in the group service schedule by clicking add button under the employees section.
You can use the different search option in the search field to show the employee(s) that will match with the requirements. Click the employee's name you want to add and then click select.
Click save to create save the group service schedule.
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Assigning more than 1 Employee to Group Schedule
If the group schedule requires 2 or more employee for the group schedule, you can either create or edit the service type.
Click on this link (see Service types) for the step by step procedure on how to create or edit a service type.
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Editing the Group
You can click on the checkbox and click edit to edit the group. You can also use a shortcut by double-clicking the name of the group you want to edit.
Fill up the necessary changes in the group and click save to save the changes made.
On this page, you can also delete clients so they will not be included in the group. To do this, can click on the delete icon on the far right side of the client name
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Deleting a Group
To delete a group, click on the checkbox and click on the delete button that can be found on the upper right corner
A pop up will display. Click on Ok to delete the group and click cancel if you click delete by mistake.
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If you delete the group, all the clients associated with that group will also be removed from the group. |
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