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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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Locate the client funding section and double-click on the client's fund where you want to add the group service.
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Creating a New Client Group
To create a new client group, go to the Clients from the Main Menu and then click on Groups from the sub menu.
Click on the + new Button to create a new client group.
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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 There are two ways to create a new Group Service Schedule, Click . The first way is by clicking on the New service from the main menu and the second way is by clicking on the plus sign from the schedule board.
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Creating a Group Service schedule from New Service
The first way to create a group service schedule is by clicking 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.
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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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Creating a group service schedule from the Schedule Board
You can create a group service schedule from the schedule board by clicking on the + sign of the Group Service schedule.
It will open a pop up. Fill in the details for the group service schedule.
Once you filled in the details, Click on the Add Shift Button to create a group service schedule.
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Adding Clients to the service Schedule
There are also two ways in adding a client to the group service schedule. The first one is by going to the clients section of the service schedule and the second one is by clicking on the select clients button.
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Adding the clients from the Client Section
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.
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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.
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After selecting the participating clients, click on the select button to confirm the selection of the clients.
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Adding a client from the Schedule Board
To add a client from the schedule board, click on the group service schedule and then click on select clients button.
A pop up window will open. This pop up will show all the clients that has the service type linked to their client's funding. If you cannot see the client's name, it means that you need to link the service type to the client's funding. See Adding Service type to Funding guide on how to add a service type to the client's funding.
Select the name of the participants for the group service schedule and then click on Add selected clients button.
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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.
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Click save to create save the group service schedule.
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Assigning more than 1 Employee to Group Schedule
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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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Removing a client from the Service Schedule
There are two ways in removing the client from the group service schedule. The first way is by opening the group service schedule and then clicking on the delete button from the client's line.
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If you cannot see the delete button, you need to zoom out the browser's view. You can hold the CTRL key from the keyboard and use your scroll key from your mouse to zoom in and out the view. |
The second way to remove the client from the Group service schedule is by clicking on the service schedule and then clicking on the select clients button.