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Returning Client Forms
Posted: 21 Feb 2012 02:28 PM |
| I love the new "Quick Form" for new clients so I was wondering if something like that could be done for return clients. Perhaps there could be a "save and continue" which would go from "Case" to "Case Visit" to "Concepts Shared" to "Pregnancy Test" to "Referral". Our data entry people are constantly interrupted so it is hard for them to keep track of "where they left off" when entering a client's data. |
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 Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Returning Client Forms
Posted: 21 Feb 2012 02:32 PM |
Hi Stewart526,
You are on a roll! We are so happy to be hearing from you. You *can* use the Quick Form to enter information for return clients. You would search for them and when you find them you can either add information to an existing case or open up a new case to add.
I understand how data entry can get interrupted as you are in the middle of it. One option would be to click Save and Open, which will save the information and open up the client file being worked on so that your data entry people know exactly which file they were working on when they get ready to continue data entry.
Does this make sense?
Amy |
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Re: Returning Client Forms
Posted: 21 Feb 2012 02:32 PM |
the quickform works for return clients. Here's how:
1) If you find an existing client in Option 1 Search results, click the "Add Intake to this Files".
2) Search Option 3 is displayed along with all cases on the client file.
3) Under Option 3, just click "Add Intake to this Case" button next to the case you wish to record a visit.
Hope that helps. |
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Re: Returning Client Forms
Posted: 21 Feb 2012 03:03 PM |
| Yes it makes perfect sense! This is the first day I've not been "under pressure" to do financial stuff so I'm happy to be doing and learning something else. |
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Re: Returning Client Forms
Posted: 21 Feb 2012 03:03 PM |
| Thanks to you too Brian! |
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Re: Returning Client Forms
Posted: 21 Feb 2012 03:04 PM |
| You're welcome! You're doing great! |
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