Service user
Maintain accurate service user profiles and information.
By Emma and 1 other2 authors29 articles
Apply client or employee type changesIn this article, we explain how to apply client or employee type changes made in settings.
Adding an employee to a service users declined listIn this article, we will explain how to restrict employees from visiting certain service users.
Add and delete breaksIn this article, we explain how to add and delete breaks.
Exception error when opening a service user recordIn this article, we explain how to resolve exception errors when opening a service user record.
Send rotas to the next of kinIn this article, we explain how you can send rotas to a service user's next of kin or emergency contacts.
Record management
Create and manage service user profiles.
Service user rooms not updatedIn this article, we explain how to rectify when updates have been made to service user rooms, but they aren't showing.
Add additional branches and areas to service user recordsIn this article, we explain how to add additional branches and areas to a service user record.
Service user address is a partial matchIn this article, we explain how to resolve errors when a service user's address is a partial match.
Add service user medical detailsAdd and manage a service user’s information in the Medical Details module.
Emergency contactsIn this article, we explain how to add emergency contacts to service users.
View service users or employees by branch on the planning screenIn this article we explain how to view service users or employees by branch or area on the planning screen.
Service requirements & Setup
Set up services, care requirements, and rules.
Service order and requirementsIn this article, we explain how to create a new service order and requirements.
Change service typeIn this article, we explain how to change a service type from organisational to individual for a service user.
Unable to change service type on service requirementIn this article, we explain why error Failed as record(s) were not found. Error number 4 appears when attempting to change the service type on an existing service requirement.
Create double up visits for a service requirementIn this article, we explain how to create double up visits for a service requirement.
Restrict visits with training and qualificationsIn this article, we explain how to restrict visits ensuring they are only carried out by employees with specific training and hold the required qualifications.
Maximum time variance for visitsIn this article, we explain how to set up maximum time variance for visits.
Limit number of hours delivered to a clientIn this article we explain how to limit hours delivered to a client.
End a service order in use and not in useIn this article, we will go through how to delete a service order that is in use and that has not been used.
Finance & Billing
Manage billing and financial settings.
Add an invoice rate sheet to service funderIn this article, we explain how to add an invoice rate sheet to a service funder.
Service user not appearing under invoiceIn this article, we explain why client visits aren't showing on an invoice period.
Unable to see invoice rate sheets for a service userIn this article, we explain how to view invoice rate sheets for a service user.
Tasks & Events
Manage tasks, events, and workflow actions.
Create tasksIn this article, we explain how to create tasks for service users and employees.
Remove task allocation from userIn this article, we explain how to remove a task allocation from a user.
Create an event for service userIn this article, we explain how to add an event type and events for service users.
Manage service user changes
Manage service user status.
Terminate a service userThis article will explain how to terminate or reactivate a service user.
Reinstate a service userIn this article, we explain how to reinstate a service user.
Service suspendIn this article, we explain how create or amend a service suspend and add a service suspend to a service user.
Change service user or employee from terminating to terminatedIn this article, we explain how to change service user or employee from terminating to terminated.