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The Intake New Clients Wizard will need to purchase separately on Applies to Version 4 . Add-on: Contact your ShareVision Product Expert to ordersubscribe. |
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About
The Intake New Clients Wizard enables a permitted User to create a new Client/Supported-Individual as an entity within ShareVision . from the Program or Residence
Note: this is within Security Permissions the ShareVision Site Administrator has configured prior.
Overview
Creating a Client/Supported Individual (known as Individual in ShareVision) involves creating items (records) on multiple lists (tables) and applying the correctly desired Security Permissions at key points. As there are multiple steps, omission of a step while creating the Individual manually may result in Individuals not displaying and being accessible to the correct users. The Intake New Client Wizard automates some of this process and ensures data integrity as described below.
The add-on ensures that there are no duplicate 'Individual' entities for the same client/supported individual. A Search function allows central administrators to discover if the Supported Individual has previously been created within ShareVision. If so, they can be registered in a program. If not, the Wizard takes the admin user through the process of creating a new 'Individual' in the system.
Forms required are presented in sequence; People list, Profile list, Fact Sheet list (demographic information) and a Program History item that tracks services engagement or participation. The Intake New Client Wizard also applies pre-defined permissions for all appropriate users to start tracking forms and data for that Supported Individual. These pre-defined permissions can be configured to be removed once an Individual is no longer participating within that Program or Residence.
Program or Residence
Details page, where a link will appear under the participants listing, enabling site staff to intake new individuals to the Program or Residence. (Please discuss with your Product Expert).
Getting Here
Start from the program or residence you'd like to add the individual to.
Before you can add individuals, you need to set up the Individual Wizard Permissions list with the security instructions. You can find the link to Individual Wizard Permissions in the Site Administration section of the site, in the Employees and Security section.
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If when adding an individual, you get this error message: There are no permissions set up for this Program. Please contact your ShareVision admin. That means permissions have not been set up for this program; you have missed this step. |
NOTE: Set up Required
Before you can add Individuals, you need to set up the Individual Wizard Permissions list with the security instructions.
Navigate to;
Site Administration > (Employees and Security) Individual Wizard Permissions
- Click 'new item'
- Title: leave as is, displaying default value 'View'.
- Program or Residence: Select the Program or Residence you wish to permit Users to add Individuals to.
- Group: Select the group(s) you wish to enable this Add-On for (you can select multiple to have the same Permissions level.
- Permissions: User Groups can be given one of three Permissions levels
- Read: viewing access only
- AddEdit: users can access, add records, edit records (also dependent on particular form (list) permissions also)
- Delete: users can access, add, edit and delete records (again, also dependent on particular form (list) permissions also)
- Remove at Exit: When the Individual is exited from the Program or Residence (by adding an [Exit Date] to the Program History record) this setting can be used to determine if the User Groups specified can still access the Individual's records or not. Checking the box will remove the Group(s) permissions/access.
How-To
When users add a new individual to your site from Program or Residence Details page, they'll have an opportunity to also create a Fact Sheet and add a new Program History record for this individual. Clicking the Add Individual link launches a wizard that guides users through each step and automatically applies permissions to the individual's profile.
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Add a New Individual to Your Site
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Add a New Program History RecordProgram History captures referral, start and exit dates. Adding a start date is required to add an individual to a program.
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Create a Fact SheetThe Fact Sheet stores basic demographic information. Click the link to learn more.
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View Your Newly Created Fact Sheet and Program History Record
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