Difference between revisions of "Carer Assignments"
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| − | Just as with clients, clicking on the tab takes you to a search form | + | Just as with clients, clicking on the tab takes you to a search form. Using this form you can see if the carer you are looking for is on the system, and create them if not. The "Record a Contact (for a new client)" button does not have a carer equivalent, so you need to create a carer record from scratch using the "New" tab or the "Create New" button. Be very careful when creating new carers though, as there is a reasonable chance they are already on the system as a client. If they are, you will be alerted by a message like this on the search results: |
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Revision as of 09:26, 8 November 2012
Some carer-specific organisations have a special, custom version of Charitylog. This page is not about the carer version (for information on this, see Charitylog: Carer Version). This page deals with Carer Assignments, which is a simple way of recording a carer/cared for relationship for people on a standard Charitylog system.
Ways to manage carers
Carers can be managed on two levels in Charitylog and both may be used at the same time:
- Simple carer assignments. This involves adding carers (or in turn volunteers, clients etc. into carers) and simply assigning them to clients. Other basic details such as start and end dates, the number of hours of care provided and the relationship between the two parties may also be recorded. They may be paid care workers or informal carers such as somebody caring for their partner. This is covered in this guide.
- If you need to be able to set up projects involving care workers which deliver one or more services, and you need to make up care plans for clients and record the work done on an on-going basis, you probably need the Support Worker module. If you do not have this on your system, please call Charitylog to discuss an upgrade.
Storing information about Carers
Charitylog allows you to store information about carers in broadly the same way as with clients. Under the "Organisations and People" menu is an item for Carers:
Just as with clients, clicking on the tab takes you to a search form. Using this form you can see if the carer you are looking for is on the system, and create them if not. The "Record a Contact (for a new client)" button does not have a carer equivalent, so you need to create a carer record from scratch using the "New" tab or the "Create New" button. Be very careful when creating new carers though, as there is a reasonable chance they are already on the system as a client. If they are, you will be alerted by a message like this on the search results:
This means, "there are no Carers on the system by that name, but there is someone else (they might be a Client, a Volunteer or similar) by that name." Clicking the "Search All" button at this point will show you who those people are, along with what their current roles are (in this case, they are a client and a volunteer).
When you have found them, clicking on a name takes you to the Carer Record, as shown.
Assigning carers from the tab on the client record
Assigning carers from the Relationships screen
