Client/Client Group
Client management and group organisation guidance.
By Emma1 author26 articles
Client setup & service planning
Create clients, plans, requirements, and setup details.
- Create a client contactIn this article, we explain how to create a client contact, including adding a different location where care is provided.
- Create a service planIn this article, we explain what a service plan is and how to access, create, update, delete, and duplicate one.
- Make changes to an existing service planIn this article, we explain how to plan services correctly and understand when changes affect the live roster versus the service plan.
- New address for client or staff recordIn this article, we explain how to update or add an address to a client or staff record.
- Edit or delete a client requirementIn this article, we explain how to edit or delete a requirement on a client roster.
- Create a client group event requirementIn this article, we explain how to create an event requirement for a client group and set up staff, times, and attendees correctly
- Remove sentinel monitoringIn this article, we explain how to remove sentinel monitoring from a client record and outline the additional steps required for CM2000 customers.
- Edit workplan for ACP integrationIn this article, we explain how to edit workplans using Bulk Update and through requirements for Access Care Planning integration.
Orders, billing & financials
Manage orders, charges, invoices, and expenses.
- Create, update or end a client orderIn this article, we explain how to create a new client order, replace the order linked to an existing requirement and safely end an order without affecting live roster activity.
- Update client order charge rate sheetIn this article, we explain how to change the charge sheet on a client order.
- Create a credit noteIn this article, we explain how to create and print a credit note, as well as how to re-invoice after creating a credit note.
- Manual or extra travel expensesIn this article, we explain how manual travel expenses interact with the Travel module and when they might be overwritten.
- Invoice generation typeIn this article, we explain how to change invoice generation from real or actual times, and whether they're generated individually or grouped.
Rostering, visits & timesheets
Manage bookings, visits, staffing, and timesheets.
- Delete a timesheetIn this article, we explain how to delete a timesheet from a client and staff record.
- Book preferred staff on a service planIn this article, we explain how to assign preferred staff to a service plan, apply the plan to the roster, and review booking results.
- Create a client timesheetIn this article, we explain how to create a one‑off timesheet for a client, including a client‑only timesheet with no staff member.
- Check timesheet historyIn this article, we explain how to check the history of timesheets for a given week and how to view the history of an individual timesheet.
- Wrong visit showing on customer rotaIn this article, we explain why a visit for the wrong customer may appear on a customer rota and how to fix it.
- Allow timesheet verification permissionIn this article, we explain how to allow a user account to verify timesheets for invoicing and payroll.
Issues, restrictions & troubleshooting
Resolve client issues, access problems, and restrictions.
- Mandatory features preventing bookingIn this article, we explain why mandatory features may prevent you from booking a staff member for a client, how to check the mandatory features required and add missing ones…
- Client missing from CM2000In this article, we explain why a client may be missing from CM2000 and how to fix each cause.
- Unable to see clientsIn this article, we explain how to check the client’s area and make sure a user has access to the right areas.
- Unable to add client to client groupIn this article, we explain why you may be unable to add a client to a client group and how to resolve it.
- Manage barred staff for a clientIn this article, we explain how to prevent staff being booked to a client.
- Client order blocked by product issueIn this article, we explain how to resolve errors that prevent you from ending a client order.
- Payroll and invoice generation errorIn this article, we explain how to resolve payroll and invoice generation errors.