Client setup & service planning
Create clients, plans, requirements, and setup details.
By Emma1 author8 articles
- 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.