Table of Contents
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Overview
This Knowledge Base article discusses adding clients exiting (removing) existing clients from a service. The client will first need to be added to a service, : Add Existing Client to a waitlist, and exiting clientsService.
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uDCD8 Add to a WaitlistuDCD8 Exit Client from a 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 Clients can add a client to a waitlist in two areas on be exited from a service in by inputting an exit date in the following areas of your site:1) From the
The Client Contact Info
2) From the Service Participants PagePart
Add to Waitlist fromPage Part
The Service’s Participants Page
The Clients Portal
The Service’s Service History page
Exit Client from a Service via the Client Contact Info
PagePartGo toPage Part
Click the Clients Portal
Select the Client you’d like to exit from a service
The Client Details Page will open. Find the Client Contact Info PagePart, typically found on the Client Details Page (Client Portal → Select Client → Client Contact Info PagePart)
Click Add to ServicePage Part to the right. Note that the Client Contact Info Page Part may be in a different location on your site
Click Exit Service
Select the Service for which you want to
exit the client. Only Services the client
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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 PagePart
The Client will also be visible on the Participants PagePart for the waitlisted Service
A user can identify a waitlisted client on the Participants Page Part by:
Using the Show All, Active, Waitlist toggle at the top of the Page Part
b. 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 PagePart
Navigate to the applicable Service Participants PagePart, typically found on the Service Details Page (Services Portal → Select Service → Participants PagePart)
Click Add Client
The Add Client Wizard will appear, search for the client you want to waitlist in a Service
Once the Individual has been located in the search, press the Add to Service Button beside their name
The Client and Service fields will be automatically filled in as we begin the process in the applicable services Participants PagePart (step 1)
Enter a Referral Date, DO NOT enter a Start Date - this will add the client directly to the Service, not the Waitlist
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 PagePart
The waitlisted service will also appear on the client’s Client Contact Info PagePart in the Service Waitlist field
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.
Once a client has been added to a service, it will appear in the Services field of the Client Contact Info PagePart
is currently active in will appear in the drop-down
Add an Exit Date
Click Finish
Exit Client from a Service via the Service's Participants Page
Click the Services Portal
Select the Service you wish to exit the client from
The Service Details Page will open
Locate the Participants Page Part. Note that your ShareVision site may have a different location for the Page Part
Notice that Clients who are waitlisted for the selected Service also show up here. You can use the “Remove from Waitlist” or “Add to Service” buttons next to the waitlisted Client. However, Clients that are already in the Service will only have a “Remove from Service” button next to them
Search for the name of the client you want to remove. Remember to use the form [LastName, FirstName], or you can search by only their last name or by only their first name
Click on the Remove from Service button
The Client and Service fields will be automatically filled in. Enter an Exit Date and click Finish
Exit Client from a Service via the Clients Portal
Click the Clients Portal
Use the search bar to locate the client you’d like to exit from a service
Once the client is found, click the three dots beside their name and then click Exit Service
A new Page will appear. Select the Service you’d like to remove the client from in the Service drop down. Note: only Services the client is currently in will appear in the drop down
Enter an Exit Date and click Finish
Exit Client from a Service via the Services History Page
Click the Services Portal
Select the Service you wish to add the client to
Click the Service History Page
The Service History Page will typically have three Page Parts - Active Clients, Waitlist, and Exited Clients
All three Page Parts use Service History as the data source, however, since you can only exit a client that is already in the Service, we will be looking at the Active Clients Page Part only for exiting clients
Search for the Client you would like to exit from the Service
Select the Client from the Active Clients section. The Service History for the selected Client will be displayed. Select Edit
Select the Exit Date for when the Client exited the program and then select Save
