Adding "needs" to client/service user profiles
Lets make ensure you have the details stored to make the perfect match.
Navigate to "Clients" in the top menu and select the client you'd like to add more information for:
2. Click the client/service user you'd like to add more info on, this will open up their needs page.
Check to see if you have every need detailed here, if not, click the button on the left to assign a new "need"
3. Assign a need by selecting the dropdown box, if you're missing a type need you will need to access your site level settings for Needs to add a new type.
Adding in contract, funding and visit preferences
Navigate to your service user list, select the service user you'd like to add information to.
In the right hand menu, select Care Package and click edit on the left side of the screen.
Here you'll be able to add in funding type, the hours funded and store any additional notes
Add in visit preferences that will be displayed when the client/service user is to be matched to a visit or shift.
Once you are happy withe the information in this section, click save and you are done!
