Managing a Client’s Placements

In Client Care the client placement ties together the client and the placement. It determines the location where the client will be receiving services from your agency. A client can receive multiple services from the same location or go to multiple location and receive the same service. Security permissions of which clients a user can see and select in Client Care are determined based on which placement (s) the client is part of.

You can manage which placements the client is part of via the Client Placement tree or via the Client Placement card on the Agency tab of the Client screen. However, we recommend using the Placement Management Wizard instead. This wizard will lets you seamlessly:

• Assign the Client to a New Placement and End another Placement in One Step

• Update or End Program Plans and Miscellaneous Data Collection Plans

• Update Default Client Billing Default Cost Center Settings

• Keep Placement Slot Numbers up to date

Note To Implementation: The database needs the Client Care Manage Placements Wizard license, which will be added to the databases of all existing Client Care customers and automatically to new Client Care customers going forward when this feature is released in August.

You must have add and edit security permissions to client placement and to edit the client.

• ZendeskClientCare.5.log-864881096.zip4 KB