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(question) Overview

This Knowledge Base article discusses walks through adding existing clients to a service, to a waitlist, and exiting clients

☑️ Requirements/Dependencies

Before users are able to add clients to a service, waitlist, or exit a client they must:

  • Have They must have a valid ShareVision login

  • The user’s roles must have access to the Add to Service and Exit from Service Buttons

\uD83D\uDCD8 Add Existing Client to a

Waitlist

Service

A client is

on the waitlist

active in a service when they have a

referral

start date

to a service

but no

start

exit date.

You can add a client

Clients can be added to a

waitlist

service in

two

five different areas

on

of your site:

1) from the

  1. The Client Contact Info Page Part

or 2)from the Service

  2. The Participants Page Part in a Service

  3. The Clients Portal

  4. The Participant’s Service History Page

  5. The Service’s Service History page

Add Existing Client to

Waitlist

a Service from the Client Contact Info

PagePartGo

Page Part

  1. Click the Clients Portal

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  2. Select the Client you’d like to place in a service

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  3. Navigate to the Client Details Page

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  4. Locate the Client Contact Info Page Part

, typically found on the Client Details Page (Client Portal → Select Client →

  1. . Note that the Client Contact Info Page Part

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  1. may be in a different location on your site

  2. Click Add to Service

.

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  2. Select the Service for which you want to add the client. Only Services the client

to the waitlist. Image Removed

  • Add the Referral Date, do NOT enter a Start Date - this will add the client directly to the Service, not the Waitlist.

  • Click Finish

  • Once saved, you will see the waitlisted service displayed under the Service Waitlist field on the Client Contact Info Page Part

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  • The Client will also be visible on the Participants Page Part for the waitlisted Service.

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    1. A user can identify a waitlisted client on the Participants Page Part by either using the Show All, Active, Waitlist toggle at the top of the Page Part

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    or by hovering over the buttons beside the client. A waitlisted client will have both the Add to Service and Remove from Waitlist buttons beside their name, clients in the service will only have an Exit Service button

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    Add to Waitlist from the Services Participants Page Part

    Navigate to the applicable Service Participants Page Part, typically found on the Service Details Page (Services Portal → Select Service → Participants Page Part)

    1. is not currently active in or waitlisted for will appear in the drop-down

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    2. Add a Start Date

    3. Click Finish

    Add Existing Client to a Service from the Service's Participants Page Part

    1. Click the Services Portal

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    2. Select the Service you wish to add the client to

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    3. Navigate to the Service Details Page

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    4. Locate the Participants Page Part. Note that your ShareVision site may have a different location for the Page Part.

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    5. Click Add Client

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    6. The Add Client Wizard will appear, search for the client you want to add to

    waitlist in a

    1. the service

    2. Once the individual has been located in the search, press the Add to Service Button beside their name

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    2. The Client and Service fields will be automatically filled in as we

    began

    1. begin the process in the applicable services Participants Page Part (step 1-4)

    2. Enter a

    Referral Date, do NOT enter a Start Date - this will add the client directly to the Service, not the Waitlist.Image Removed

  • Click Finish

  • You will be redirected to the Service Details Page where the process was started and the waitlisted client will now appear in the services Participants Page Part

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  • The waitlisted service will also appear on the client’s Client Contact Info Page Part in the Service Waitlist field

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    • Add to a Service

    Clients can either be added directly to a service, or they can first be put on the waitlist and later added to the service when space allows.

    Add Client to a Service (Not from Waitlist)

    Follow the steps from the Add to Waitlist section of this article, instead of adding a Referral date, add a Start Date. A Referral Date can also be added if needed, but is not mandatory.

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    Once a client has been added to a service, it will appear in the Services field of the Client Contact Info Page Part

    Image RemovedThe client will also appear in the

    1. Start Date

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    2. Click Finish

    Add Existing Client to a Service from the Clients Portal

    1. Click the Clients Portal

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    2. Use the search bar to locate the client you’d like to add to a service

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    3. Once the client is found, click the three dots beside their name and then click add to service

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    4. A new Page will appear. Select the service you’d like to add the client to in the Service drop down. Note: only Services the client is not currently in or waitlisted for will appear in the drop down.

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    5. Enter a Start Date

    6. Click Finish

    Add Existing Client to a Service from the Client’s Service History Page

    1. Click the Clients Portal

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    2. Select the client you’d like to place in a service

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    3. Click the Service History Page

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    4. Click Add History

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    5. Select the service you’d like add the client to in the Service drop down.

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    6. Add a Start Date

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    7. Click Save

    Add Existing Client to a Service from the Services History Page

    1. Click the Services Portal

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    2. Select the Service you wish to add the client to

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    3. Click the Service History Page

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    4. The Service History Page will typically have three Page Parts - Active Clients, Waitlist, and Exited Clients

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    5. All three Page Parts use Service History as the data source, for this reason, a user can click the Add History button on either of the Active Clients or Waitlist Page Parts as it will be an entry in the same list, how the entry is filled will determine whether the client is active or waitlisted.

    6. Click Add Service History

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    7. Select a client from the Client drop-down

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    8. Add a Start Date - this will add the client directly to the Service, not the Waitlist

    9. Click Save

    Viewing the Services a Client is Active in

    Once a client has been entered into a service through one of the five areas of your ShareVision site listed above, there are a two places a user can verify the client is active in the service: the client’s Client Contact Info Page Part and a services Participants Page Part.

    The Client Contact Info Page Part

    Any Services a client is active in will appear in the Services field on the Client Contact Info Page Part. Below, we can see that Brown, Mary is active in the services Seaside Home and Online Book Club

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    The Participants Page Part

    All participants currently active or waitlisted in a service will appear on the services Participants Page Part, typically found on the Service Details Page (Services Portal → Select Service → Service Details Page → Participants Page Part. Note that your ShareVision site may have a different location for the Page Part.

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    A user can identify active clients on the Participants Page Part by using the Show All, Active, Waitlist toggle at the top of the Page Part…

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    …or by hovering over the buttons beside the client. A waitlisted client will have both the Add to Service and Remove from Waitlist buttons beside their name, clients in the service (active) will only have an Exit Service button

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