As well as using this interface to assign Carers to Client Tasks, you can also carry out the following actions on individual Tasks:
By right clicking on the Task, you can:
§ Add an expense to an individual Task
This allows you to add an Expense to an individual Task – this will then appear on the To Confirm screen for confirmation before being included in Billing / Payroll Runs.
§ Mark Carer Leave
This allows you to record if a Carer’s Annual Leave is going to coincide with a particular Task– where it does, the Task becomes Unassigned or Cancelled, depending on the option you select. Please refer to Carer Leave for more details.
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§ Find Suitable Carer This allows you to find a suitable Carer for the Task in question. A window will open, enabling you to select from all the suitable Carers who are active on the system. § Manual Carer Assignment This allows you to manually assign a Carer to the Task in question. A search window will open, enabling you to search for a Carer.
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§ View Client Profile This is a short cut to the Client’s Profile. § View Carer Profile This is a short cut to the Carer’s Profile. § View the Task Service Time This allows you to view and/or amend the set Task time.
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In order to carry out any of the above, you must select and right click on the Client’s Task and not on the Carer’s Task! |
