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    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.

     

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