Grouping Subservice Types using tags
Modified on Fri, 30 Mar 2018 09:45 by Kevin Ricciardo — Categorized as: Uncategorized
As of build 934 CAREWare has an option for using subservice tags, which can be turned off and on using the
CW Admin Utility
. The tag boxes only show on the subservice manager when Use Subservice Tags is on. The subservice manager includes a customizable list of tags that can be applied to subservice definitions. Each subservice can get multiple tags. During data entry, users can filter the Service Name box by first selecting a tag. The Service Name box shows the tag or tags next to the service name.
To activate tags:
Go to C:\Program Files (x86)\CAREWare\RW CAREWare Business Tier.
Click
Stop Server
.
Click
Common Storage Settings
.
Click cmm_st_pk to set the list in alphabetical order.
Scroll to
UseSubservice Tags
.
Change the value for
cmm_st_number
from '0' to '1'.
Click another space to save the change.
Click
Server Settings
.
Click
Start Server
.
To create a tag:
Click
Administrative Options
.
Click
Contracts
.
Click
Manage Subservices
.
Click a subservice.
Click
Edit Subservice
.
Click the ellipsis.
Click
Add
.
Enter the tag name.
Click
Save
.
Close
List Editor
.
To add a tag to a subservice:
Click the
Tags
drop down arrow.
Check the box for each tag that applies to that subservice.
Click
Save
.
A subservice tag can be used to further limit the list of possible subservices when entering a new service for a client.
Click
Find Client
.
Enter search criteria.
Click
Search
.
Click the client record.
Click
Details
.
Click
Service
.
Click
New Service
.
Click
Tags
.
Click a tag to highlight it.
Close
Select Subservice Tags
.
Selecting Dental Services limits the list of service names to only subservices with the Dental Services tag that are Contracted Subservices for a contract that is active as of the date of the service entered.
Click
here
to download these instructions.
Back to
Recent Build Fixes