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--- adding_calls [2017/11/13 15:12]
cfadmin
+++ adding_calls [2021/07/14 17:46] (current)
dominich updated to reflect med times and better wording
@@ Line 1: / Line 1: @@
 ====== Adding Calls ======
-Once client and carers have been added and the contracts have been setup it just a case of adding the calls.
+To add calls, you can do this by using the Care Package Wizard or the [[using_rota|Rota screen]]. This article will show how to add calls via the Care Package Wizard.
-This article will show how to add calls via the packages builder.
+<WRAP center round important 100%>
+**Please note that to add calls, you must have a [[client_screen|client set up]] and a [[contracts|contract]] attached**
+</WRAP>
+\\
 First enter into the client screen by using the top menu bar:
@@ Line 13: / Line 16: @@
 {{:wiki:rotas_dropdown_packages.png?nolink|}}
-This then opens the package builder:
+This then opens the Care Package Wizard:
 {{:wiki:package_builder.png?nolink|}}
-**1)** This is where you select the days you want the call to run, you can select multiple days here, notice also how you have multiple lines, if a time is different then you can add it all at once.
+To use the Care Package Wizard:
-**2)** Select this option (x2) if the call is a double up.
+  - Select the days you want the call to run, you can select multiple days here.
+  - Select the option **x2** if the call is a double up.
+  - Enter the times using the **24 hour clock** method (00:00 - 23:59). For Example, If a call from 1pm for an hour, set the time to 13:00 - 14:00.
+  - Choose the type of the call. Most calls will be set as weekly as it repeats in a weekly cycle but other options are available from the dropdown such as fortnightly, monthly, and rotational calls.
+  - Choose the contract which is paying for this call. Contract will be automatically set if there is only one contract assigned to the client.
+  - Select the needs for this call, the drop down list will provide all needs which have been made available for that contract type.
+  - If you wish, you can select the [[medications|medication]] under the Medication header. If the client is taking multiple medications during the call, you might want to choose "Administer", "Assist" or "Prompt" as a reminder to the carer for what they need to do to help the client with their medication.
+  - If you have selected medication, then select the time group of the medication under Med Time.
+  - If you are using a [[ECM|Electronic call monitoring (ECM)]] product such as RoadRunner, you can set Alerts under the Alerts header.
+  - In the bottom left of the screen, choose between adding or overriding the current rota. Choosing add will keep the calls currently on the rota and add this new package in addition. Choosing to override will halt all current calls on the rota and replace with the calls in this new package on the date in the top left of the screen. If this care package is for a brand new client, it doesn't matter which option you choose. Also, you can choose for the details of the calls within this package to be added to the notes section of the client.
+  - Press the create button to add the care package to the Rota.
-**3)** Enter the times using the 24 hour clock method 00:00 - 23:59 so if a call was for an hour from 1PM it would be 13:00 - 14:00
-**4)** This is the rotation type of the call, typically calls will be set as weekly this means it repeats in a weekly cycle, but you do have other options like fortnightly, monthly as well as rotations for carers availability.
-**5)** Choose the contract which is paying for this call. Contract will be automatically set if there is only one contract assigned to the client.
-**6)** Select the needs for this call, drop down list will provide all needs which have been made available for that contract type. This is why its recommended to add all needs to the contract.
-**7)**
-**8)**
-**9)**
-**10)**

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