Manage Placements Wizard

The Manage Placements wizard guides you through the process of adding and removing a client to or from a Placement. In addition, you have the option to update the client’s program plans and miscellaneous collection plans, update the client’s billing defaults, and update the open slot count in the placement’s Placement Slots.

The Manage Placement wizard has four paths depending on what is happening with the client. You can:

• Add a Placement where the Client will start receiving services

• Switch a Client’s Placements when the Client is moving from one Placement to another

• End a Placement when the Client will no longer receive services at that location

• End all Placements when the Client is leaving the agency

• ZendeskClientCare.5.log-864881096.zip4 KB