After you have added the Billing for this Schedule, you can then assign a Carer who will visit the Facility and carry out the Tasks.
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You don’t necessarily have to assign a Carer to a Facility Visit. For example in situations where you don’t know who will be covering the visit, you can bypass this section of the wizard and leave the Schedule as Unassigned. |
To assign a Carer, select Find Suitable Carer. All suitable Carers will then be returned in the search results. If there are no suitable Carers available for this appointment, you can select Search Carer. This will return a list of all Carers on the database. Some of these might not be considered “suitable” for assignment to this Facility (i.e. they may not have a valid Garda Clearance Card or they may already be assigned to a different Client/Facility for that particular time-slot); however, you will still have the option of assigning them.