Census Location Defaults

Location defaults allow you to create a template for each location to indicate the typical schedule for each client that receives services there for Client Census entries. Staff can then use the default template to generate the weekly attendance entries.

Note: Only approvers can set up location defaults.

To create or modify the location defaults.

1. Select Client Census from the Main menu.

   

2. Select the appropriate Data Collection Type from the list.

   

3. Select the service location that you want to create the defaults for and then select Set Location Defaults.

   

4. Click the Plus sign to add a new client to the default template or click an existing client to edit their settings.

   

5. Complete or modify the client's defaults as needed .

   

   Note: The fields available will differ based on the data collection type setup.

   In this field:	Enter or select:
   Begin Week Of	The first week the client should appear in the location for census.
   End By Week	Leave this blank if the client is currently actively attending this location. Otherwise, enter the last week they will attend.
   Sun, Mon, Tue, Wed, Thu, Fr, Sat	Mark the days of the week this client should automatically appear in the attendance list.
   Attendance	The default attendance type that should automatically be selected for the client.
   Notes	Any default notes for the client.
   Services	If the census is set up for to prompt for services, select Add Service to select the at least one default service, a begin time and end time as well as the staff that will be working with them if required.
   Transportation	If the census is set up for transportation, select any transportation options this client will be using on that day.

6. When finished, select Save.

   Note: Click Delete to delete the client’s default template.

   Note: One client could have more than one default entry. For example, if their Mon/Wed/Fri schedule is different than their Tue/Thur schedule, there would be two default entries for that client.

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