| 1. | Waiting List clients
Posted by SandyM on 5/29/2015 1:01:48 PM
In order to add a new client to a waiting list, it looks like you have to add them as a client in the system. What happens if we get a call in client signing up for a class who then does not show up? We would have a lot of incomplete files with just names. How would you handle those? Delete them out?
Thanks! |
| 2. | Re: Waiting List clients
Posted by sandym on 5/29/2015 2:11:06 PM
We offer CPR, Anger Mgmt, Financial classes, etc where we advertise to the public. We get several people call who are not clients. Currently, I enter one appointment "CPR Class" for the date and time, and then enter interested names and numbers in the comment section. I was just watching the Group Class video on the waiting list. I thought I might start entering them that way, but I don't want to end up with a lot of incomplete files with no paperwork charts. Sounds like the ... |
| 3. | Re: Inactive and closed client files
Posted by sandym on 5/8/2015 1:10:32 PM
Is there a way to run a report showing the last date of activity for each client?
Thank you! |
| 4. | Case Visit attendees
Posted by sandym on 5/6/2015 3:21:50 PM
Can you please add "Daughter," "Son," and "Children" to the selection of "Who accompanied" question on the Case Visit screen? Thanks. |
| 5. | Change on Scheduler
Posted by SandyM on 2/24/2015 3:56:47 PM
When cleaning up the scheduler for the month, after every change made to an appt the system takes you back to the beginning of the month. Any way it can be changed to make the change and leave you where you are on the scheduler please?
Thank you! |
| 6. | Re: Change on Scheduler
Posted by sandyM on 3/26/2015 12:20:12 PM
Yes, that is right. |
| 7. | Selected Resources on the Appointment Form
Posted by SandyM on 2/24/2015 1:35:15 PM
Our appointments could begin on the hour, 15-minute past, half hour, or 45-minutes past. We select resources for the time the room/person is going to be involved in the appointment. Currently, in order to select all the resources needed to fill the appointment time, one must scroll through the list of resources and select the first time slot. Then scroll through the list of resources to select the next time slot. And continue until the hour or hour and a half appointment is selected. Is ... |