User Tools

Site Tools


client_screen

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
client_screen [2017/09/13 12:46]
cfadmin
client_screen [2017/12/21 17:20] (current)
cfadmin
Line 9: Line 9:
 {{:​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:
Line 31: Line 31:
  
 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.  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. 
 +
 +===== 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]]
  
  
client_screen.1505299601.txt.gz ยท Last modified: 2017/11/23 14:23 (external edit)