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client_screen
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client_screen [2017/09/13 12:43] cfadmin |
client_screen [2017/12/21 17:20] (current) cfadmin |
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| {{:wiki:clientscreen.png?600|}} | {{:wiki:clientscreen.png?600|}} | ||
| - | Creating a client is almost the same process as carers. We don't display all differences in this guide but there are a few key areas which will be highlighted, 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: | Under General we have the keysafe and entry method: | ||
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| 1) Select the branch options, this allows filtering within the CareFree system. | 1) Select the branch options, this allows filtering within the CareFree system. | ||
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| 2) These sections allow logging of data regarding housing schemes and accomodation types that the client resides in. | 2) These sections allow logging of data regarding housing schemes and accomodation types that the client resides in. | ||
| + | 3) 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. | ||
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| + | 4) 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. | ||
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| + | ===== Contracts ===== | ||
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| + | You also add or attach the contract to a client, you will see the tab at the top which is used for this: | ||
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| + | {{:wiki:contract_added_client.png |}} | ||
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| + | 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. | ||
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| + | In the contracts screen, right click and use the options available to add to the list. | ||
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| + | 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]] | ||
client_screen.1505299395.txt.gz ยท Last modified: 2017/11/23 14:23 (external edit)
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