This section discusses how to manage Attendance from client History Tab.
There are several ways to manage Attendance within a client record. Managing Attendance through the History tab is a convenient way to make adjustments for a single client and their household members, if necessary. This includes adjustments to expense items as well.
Accessing Attendance Records
To begin, go to the History tab in the client record. Select the Edit link next to the service that needs adjustment to the client’s attendance.
Regardless of whether you are editing a stand-alone Service or a Service associated with a program, the Attendance section is located the bottom of the screen. Here you will see a list of Attendance entries.
Deleting Attendance Records
To delete a single entry, select the trashcan icon located next to the date. A popup box will appear notifying you that this is a permanent modification. Select OK to delete the record.
Managing Numerous Attendance Records
Numerous Attendance entries can be deleted by marking the checkbox next to each date. Selecting the Delete Selected Records tab will delete these records completely.
Note: All changes are updated in real time, including any corresponding modifications to the Service Start and End dates.
Managing Family Member Attendance Records
If other family members require the same changes to their attendance record for the same service, toggle the switch next to their name before selecting Delete Selected Records. Doing so will automatically make the same modification to their client record leaving no need to go into their separate records to make modifications.
Viewing Expense Amounts
Some attendance entries will have an expense item listed. If an Expense Item was documented at attendance, the Expense amount will be listed next to the attendance date.
After completing the modifications to Attendance, select Save Changes.