Adding the Client to a Placement

To add a new client placement to the client:

1. Select Client Care from the menu pane and then select Clients.

2. Select the client’s card on the Client index screen.

3. Select Manage Client Placement.

   

4. Select Begin Placement to add the client to a placement.

   

5. Complete the following information and select Next.

   

   In this field:	Enter this information:
   Placement/Service Location	The placement or service location where the client will be receiving services. The placement must be tied to a global location to appear in this list.
   Will this placement/service location be the client’s Default Billing Cost Center?	Select yes if you want the billing cost center tied to the global location selected above to be set as the client’s default billing cost center. This field is typically one of the triggers that determines which location the client will appear in for Time Tracking.
   Will this placement/service location be the client’s Default Unit Payroll Cost Center?	Select yes if you want the payroll cost center tied to the global location selected above to be set as the client’s default payroll cost center for unit transactions (mileage).
   Will this placement/service location be the client’s Default Time Payroll Cost Center?	Select yes if you want the payroll cost center tied to the global location selected above to be set as the client’s default payroll cost center for time transactions.
   Will this location have a valid EVV address for this client?	This question will appear if the Client has the Use EVV check box selected. Select Yes if you want to mark this new location to Sync to DataPlus as an EVV address for this client. You will also need to work with Sandata to turn on this sync if it is not already set up for you.
   Do you want to update the open placement slofts for this location?	Select yes if this Placement has Placement Slots set up for it. The Open Slot number will be reduced by one with a new effective date.
   Effective Date/Time	The start date for the new placement.

6. Select Close to exit the wizard or Start Over to add another placement.

   

   The new client placement will automatically be set to be the primary placement unless a placement with the same type (Residential, Vocational or Other) has already been designated for this client. If so, you will see a message letting you know it was not set as primary and which placement is set as primary. If you want to make the new one the primary placement, you will need to clear the primary check box in the other placement first and then set it in the new one.

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