How to Swap Beds

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Two clients currently occupying beds can swap those beds using the following directions. You need to know the clients’ names and bed IDs to complete any of these procedures. Both […]

How to Schedule a Bed Change

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You can schedule a bed change for a client to occur on a future date. You can schedule a bed change for a client who is already admitted to a […]

How to Set a Client on Leave

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The client must have a status of Occupied before you can schedule the client On Leave. Click the Search icon. Type ‘Bedboard’ into the search bar. (Or, ‘Residential’.) Click to […]

How to Enter a Batch of Services

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Batch Services are typically entered after a service has already occurred. It helps to assign staff and procedures to clients quickly and in large numbers from a single screen. Click […]

How to Complete an Upload Template

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Generally, users processing a Batch Service Upload will receive complete spreadsheets from partner organizations. This section is included to assist with troubleshooting. Download a copy of the BatchServiceUploadsTemplate as an […]

How to Upload Batch Services

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Begin on the Batch Service Uploads page. Click the Upload icon in the tool bar. An upload window will open.  Select a Program the Services should upload into from the […]