The Attendance Module provides a way to record, view, and manage attendance-based (daily attendance or multiple attendance) services for multiple clients at once for one or more dates.
To access the Attendance Module, click the launchpad and click Attendance (figure 1).
Any active attendance-based services set up in your agency (or the agency you're switched into) will display in the module. Click the edit icon beside the service (figure 2) to record new or view existing service placements.
The Service Attendance page includes:
- In Attendance: where clients being provided the service on the specified date display.
- Attendance History Assist: if enabled for the service item, will list the clients who have received the service within the designated period of time.
- Reserved Clients: if enabled for the service item, will display reservations for the service item.
- Client Search: where you search for the clients to provide the service to.
The screen will adjust to list the attendance information for the chosen date.
Recording Client Attendance Services
There are three ways to record client attendance services:
Add Clients from Attendance History Assist or Reservation List
Click Add next to the name of the client who either has a reservation for the service or has received the service in the designated amount of time (figure 3). A service is automatically saved in the client record.
If necessary, you can remove the client from the daily attendance list by selecting the trashcan icon next to the client’s name. This will return the client to the reservation or Attendance History Assist list.
Client Search Box
Use the client search box to add a client who has not received the service during the last 4 months or does not have a reservation, or to check in multiple household members (figure 4).
Enter the client name (or part of the client name). Just as with the first method, click Add to add the client to the In Attendance list.
NOTE: If the service transaction requires a program enrollment, the Attendance Module will not allow clients who are not enrolled in the program to be provided the service.
To add members of a household, click the icon to the left of the client name (figure 5). A list of their associated household members will drop down. Click Add to check in these household members.
Unique Identifier Scan Upload
The Attendance Module provides the ability to scan the barcodes on Client ID cards to perform the client record search automatically and apply the service to client records. For information on generating client photo ID cards, see [CLNT-103] Photo ID Card - Sample.
To enter scan mode, click Scanned (figure 6).
Once opened, the user can scan client ID cards to record the service.
Viewing Public Alerts in the Attendance Module
If a client record has an active (not expired), not private Public Alert, this will display to users in the Attendance Module, if enabled for the applicable service item. When viewing the client anywhere in the module (the Client Search section, In Attendance, Reserved Clients, Clients from Last 4 Months), clients with an active Public Alert will display with an alert icon (figure 7).
Hovering over the client name will display a pop-up with an option to view the public alert (figure 8).
Clicking View Public Alert will open a new tab in the browser, that will navigate to the client’s Notes tab, where the Public Alert(s) can be viewed.