CAREWare 6 Service Rapid Entry
Modified on Wed, 13 Mar 2024 12:15 by Kevin Ricciardo — Categorized as: Uncategorized
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Service Rapid Entry allows users to quickly add individual services to clients, skipping the step of looking up that client record.
Users identify clients from a list of recently entered services, and then they can jump back and forth from that list to a service data entry screen. The first step is to generate that list.
The service list is generated based on the
As Of Date
selected and the
Contains Last
value.
Calendar Months – Number of months prior to As Of Date. Calendar Years – Number of years prior to As Of Date. Records – Number of records prior to As Of Date.
Once the selections are saved, click
View Service List
to see the results and add services.
Choose A Client – Allows users to use Find Client to look for a client not in the list. New Service for Donald Duck – The client selected in
Choose a Client
is linked here allowing users quick access to add services to that client. New Service for Selected Client – This allows users to add a service to the client selected. Edit – This allows users to edit a service the user selected. Delete – This allows users to delete a service selected. Back – Takes user back to the
As Of Date
menu. Print or Export – Allows users to print or export the service list.
Click
here
to download these instructions.
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