Add Client to a Location

Service Locations are assigned automatically when a new Service Agreement is entered. The location that is associated with the new Service Agreement is the individual’s home location.

If a DSP indicates that someone is not in the attendance/task rosters, it is most likely the Service Location is incorrect or there is no Service Agreement. These steps must be completed with every new Service Agreement.

1. Go to Clients > Current Clients and find the Client record.
2. Go to the Care Coordination tab.
3. Click the Edit button at the top of the page.
4. Select the Service Agreement from the dropdown menu and click the Assign Service Location button.

5. Select the Search Location radio button. Click Search.

6. Locate and select the correct location for attendance.

   

   You can have multiple service locations. These locations are set up under Administration > Agency > Locations.

7. Click Assign.

8. Click the Update button at the top of the page.