• Managing Attendance in the Attendance Module

    This section discusses how to manage client attendance from the Attendance screen. For information on documenting attendance from the History tab in the client record, please click here. Working with Client Attendance An attendance-based service is one that is provided on a daily basis, or multiple times per day.  Examples of attendance-based services include transportation services and shelter services. To begin ...

    label_outline Getting Started label_outline Services label_outline For Basic Users label_outline Animation label_outline Attendance label_outline Reservations label_outline Scan
  • Attendance History in the Client Record

      Overview When an Attendance Service Item is recorded in a client record on multiple dates, those Service Items are linked together and visible in the History tab of the client record (figure 1). These items will be linked whether they were recorded from the client record or the Attendance Module.    figure 1   There are several ways to manage Attendance within a client record. Managing Attendance through the Hi...

    label_outline Getting Started label_outline Attendance and Reservations label_outline For Basic Users label_outline Animation label_outline Attendance label_outline Reservations
  • Managing Reservations in the Attendance Module

    This section discusses how to manage program reservations- including making reservations, modifying reservations, and deleting reservations.  This section is divided into 4 parts: Getting Started Making a Reservation Viewing/Modifying a Reservation Documenting Reservation Attendance Note: Reservations can be modified from the History tab of the client record. Getting Started There are 3 ways to generate a reser...

    label_outline Getting Started label_outline Attendance and Reservations label_outline For Basic Users label_outline Animation label_outline Attendance label_outline Reservations label_outline Calendar label_outline Day label_outline Slots
  • How do I Work with Reservations from the History Tab?

    This section discusses how to work with Reservations from the History tab. Here you can manage both past and future reservations. This includes the ability to move reservations (both past and future) and view past reservations to determine whether the client was present for each past reservations. Getting Started To begin managing reservations through the History tab in a client record, open the client record and...

    label_outline Getting Started label_outline Attendance and Reservations label_outline For Basic Users label_outline History label_outline Attendance label_outline Reservations
  • How Do I Link a Reservation to a Program?

      A reservation can be made before or after the client is enrolled into the program. When this happens, the user must link this reservation to the program. To link a reservation to its associated program, go to the Programs tab, select the ‘Edit’ link next to the Program. Next, go to the History subtab, and select the ‘Link to History’ link. Click the toggle next to the reservation. Note there may be services list...

    label_outline Getting Started label_outline Attendance and Reservations
  • Making a Reservation within a Referral

      The option to make a reservation will be available for programs offering housing services with Reservation Option enabled. In the example below, the Pridelands Emergency Shelter has this option.   Once the checkbox is selected, the screen will expand with further options upon expanding the appropriate service: Start Date - This is the date upon which you would like the reservation to start. Days to Reserve - T...

    label_outline Getting Started label_outline Referrals label_outline For Basic Users label_outline Reservations