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--- client_screen [2017/09/13 12:32]
cfadmin
+++ client_screen [2017/12/21 17:20] (current)
cfadmin
@@ Line 9: / Line 9: @@
 {{:wiki:clientscreen.png?600|}}
-Creating a client is almost the same process as carers. But there are a few key areas to which are different, lets take a look at these now.
+Creating a client is almost the same process as [[carer_screen|carers]]. We won't display all differences in this wiki guide but there are a few key areas which will be highlighted, lets take a look at these now.
 Under General we have the keysafe and entry method:
@@ Line 16: / Line 16: @@
 Populate this area with key safe numbers and any entry requirements to gain access to the premises.
-Although possible, its not advised to print these two bits of information on a rota for example, if a carer was to loose this information it could have serious consequences.
+<wrap em>Although possible, its not advised to print these two bits of information on a rota, if a carer was to loose this information it could have serious consequences.</wrap>
+Still under general, the {{::alsoknownas.png|}} box is a very useful area for keeping aliases.
+Moving onto other details we have a plethora of logging options available to us:
+{{:wiki:otherdetailsscreen.png?400 |}}
+) Select the branch options, this allows filtering within the CareFree system.
+) These sections allow logging of data regarding housing schemes and accomodation types that the client resides in.
+) This is called risk type, after setting the value you can quickly see who are vulnerable from you lists within CareFree, not only this but you can run reports.
+) This is a RAG rating (Red, Amber and Green) this allows you to visually see which of your clients are particularly dependent of different services. This could play a role in your planning strategies for inclement weather conditions etc.
+===== Contracts =====
+You also add or attach the contract to a client, you will see the tab at the top which is used for this:
+{{:wiki:contract_added_client.png |}}
+Before packages of care (calls) can be added to the system every client needs a contract adding to them, whether that's a private contract or a social services type contract depends entirely on who is paying for the care.
+In the contracts screen, right click and use the options available to add to the list.
+You also have the option to add more than one contract, it might be that only certain calls are paid for by a particular contract.
+We wont go into detail here about contracts [[contracts|you can use this link to take you to the contract guide instead]]

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