This one-on-one or group training session will guide you to create rosters with single or multiple appointments for your clients and assign the correct attendees. We'll share tips and tricks on validating staff availability while creating appointments and checking the staff hours. Understand how to use multiple calendars in Comm.care by accessing, sharing and notifying staff of their assigned appointments/rosters.
✔ Explore and understand all Comm.care's calendars (based on your Comm.care plan)
✔ Create rosters for individual clients from their calendars assigning the correct staff/attendee
✔ Adding transport line items to document mileages
✔ Validate staff hours while booking appointments
✔ Check staff availability
What you will need for the session:
✔ At least four Circles of Care created in Comm.care
✔ Organisation Services with all line items created in Comm.care
✔ Your client's roadmaps already added in the Circles of Care
Resources you get:
✔ Comm.care tutorials on tips and tricks to create single and multiple appointments for your clients
For this training session, the services, clients and staff should already be created in Comm.care. If not, you might be advised to purchase Users and client setup first.