Preferences

Clients may have preferences for where they would like to be seen or who they are seen by.  This screen collects this information and it is used by the filter options to help find the correct match between client and provider.


 

Location

The location the client would like to be seen at.

Requested Staff

Some clients may already have a relationship with a provider from a previous episode of care or through the recommendation of another client.

Gender

This refers to the gender of the person the client wants to see, not the client's gender.

Contact on Last Minute Cancellation

The client would be available to take appointments if another client cancels.

Other

This test appears on the client info area of the dashboard and can be used as a message to other Access Center Staff.

Case Review Needed

This marks the client's records as needing review.  This is used in CLiF so case reviewers can pick them up.

 

Image

 



 

Written By Amanda Griffin (Super Administrator)

Updated at October 30th, 2023

Knowledge Base Software by Helpjuice