The Client Screen

The Client Screen contains many of the same features as the Carer Screen and can be used in the same way.

In the main this tab is identical to its counterpart on the Carer screen.

In order to help you further personalise the care you provide there is a field to record a different name as used by your client, the “Also Known As” field.

The Entry Method field allows detailed information as to how to gain access to a client to be stored ready for quick access should a carer require them and call the office. Key safe numbers can also be recorded.

Once again this contains several of the same fields as the Carer Screen tab of the same name. In particular the Start Date and End Date fields can be once again used to define Active and Inactive status for a record.

This tab is covered in particular detail in the next section as it drives who will pay for any care provided to a Client.

This is the equivalent of the Wages Tab within the Carer Screen and allows access to previously finalised Invoice for the Client.

Functions in exactly the same way as for the Carer Screen please refer to Page 16 for details.

Functions in exactly the same way as for the Carer Screen please refer to Page 14 for details.

Functions in exactly the same way as for the Carer Screen please refer to Page 15 for details.

Functions in exactly the same way as for the Carer Screen please refer to Page 15 for details.

Here the notes page is split in two sections with the lower section providing a space for General Notes in much the same way as the Carer Screen. The Package Notes section can provide a summary of packages of care created by the Package Wizard providing a specific tick box is ticked on the Package Wizard.

This has been designed to support the large scale import of data from specific software platforms, primarily those used by Local Authorities.

It is possible to record any special requirements and needs that a Client may have. New Items can be added by going into Edit Mode and then using the icon located to the bottom left of the field. Tick the special needs that you wish to assign to the Client and Click OK.

Whilst providing an opportunity to record any specific qualifications that this Client may require from anyone providing their care, it specifically allows for a skill set match to be made when allocating care calls. This information looks for a match with the information recorded on the Qualifications Tab in the Carer Screen as covered on Page 13 of this guide.

With some Clients you may wish to have a visible warning appear on their Client Screen whenever it is selected. In Edit Mode, use the icons to select the chosen warning from the list. Further Warnings can be created within the Items Screen.

With the increasing use of Direct Payments, this feature allows the monitoring and management of a Client’s Budget.

To create a new Budget entry, click the icon whilst in Edit Mode.

• Add a deposit to the balance amount.
• Finalised Invoices will then reduce this amount by acting as a withdrawal.

Additional manual withdrawals can be made if required in the same way as a deposit but by selecting the Withdrawal.

As with the Carer Screen Tab of the same name this provides graphical analysis of the hours of care and the activities conducted.