Difference between revisions of "Carer Assignments"

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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.
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[[File:helpheader_small.png|right]]
  
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==Ways to manage carers==
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Carer Assignments are used to show links between Clients and Carers. You can record basic details such as the relationship between the two parties, and also start and end dates, the number of hours of care provided etc if required. These Carers could be paid care workers or informal carers such as somebody caring for their partner.
  
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Carers can be managed on two levels in Charitylog and both may be used at the same time:
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'''In the Carer Version of the system, the same feature is present, but slightly renamed. Differences for the Carer Version will be added below in bold.'''
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__TOC__
  
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* 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.
 
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* 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==
 
==Storing information about Carers==
  
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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:
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The system allows you to store information about carers in the same way as with any other Type of organisation/person. See [[Organisations And People]] for more details.
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'''In the Carer Version, instead of a Type named "Carer", there is a Type named "Dependant". This is because we assume that for carer organisations, the carer is the client.'''''
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==Assigning Carers==
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Assigning a Carer to a Client is done from a tab on the [[Client Details]] screen. If your system does not use the [[Support Worker]] module, this tab will be named "Associated Carers". If your system does use the Support Worker module, the tab will be named "Support Worker".
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'''If you are using the Carer Version, the tab will be named "Dependant Details".'''''
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Clicking the tab on the Client Details screen will show you if any assignments are currently active between this client and any carers. This screen also shows if any Support Workers are assigned to the client as part of a care plan made with the Support Worker module - these assignments will be shown with a project associated, whereas any Simple Carer Assignments will be shown with the "Project" column empty. Click the "New Carer Assignment" button to associate a Carer with this Client. Note that the Carer will need to already exist on the system.
  
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[[File:simcarers_1.png]]
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'''On the Carer Version, the button is labelled "Link to Existing Dependant", and there will be an extra button labelled "Create New Dependant". This second button will let you create a Dependant and link them to the Client in one step.'''
  
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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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[[File:simcarers_3.png]]
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[[File:support_assigned.jpg|800px|alt="a picture of assigned support from a carer to a dependant"]]
  
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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).
 
  
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[[File:simcarers_4.png]]
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This will take you to the "Assign Carer" screen, where you can add the following:
  
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When you have found them, clicking on a name takes you to the Carer Record, as shown.
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* Name of the carer you want to assign (click the group of yellow people to look up from a list)
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* Dates for the start and end of the assignment - the start date is mandatory, the end date is optional
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* Number of hours, and how often these hours occur
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* Personal relationship, if any, between the client and the carer
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* Caring relationship between the client and the carer
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* Notes
  
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[[File:simcarers_2.png|800px]]
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When you use the lookup button for the carer, you are given the option to add a new record at this point if the carer you want isn't on the system. It is strongly recommended that unless you know the carer does not exist on your system, you exit the carer assignment process, and use the Carers menu item to run a search for them to check that they aren't already on the system as a client, volunteer etc.
  
  
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    Assigning carers from the tab on the client record
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[[File:carer_assigned.jpg|900px|alt="an assigned carer data entry page"]]
  
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    Assigning carers from the Relationships screen
 
  
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==Matching Exclusions==
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Once you have completed the required fields, click "Save Details". This will take you back to the Client Details screen, where you can see the details of your new assignment on the "Support Assigned" tab.

Latest revision as of 13:39, 6 February 2024

Helpheader small.png

Carer Assignments are used to show links between Clients and Carers. You can record basic details such as the relationship between the two parties, and also start and end dates, the number of hours of care provided etc if required. These Carers could be paid care workers or informal carers such as somebody caring for their partner.

In the Carer Version of the system, the same feature is present, but slightly renamed. Differences for the Carer Version will be added below in bold.



Storing information about Carers

The system allows you to store information about carers in the same way as with any other Type of organisation/person. See Organisations And People for more details.

In the Carer Version, instead of a Type named "Carer", there is a Type named "Dependant". This is because we assume that for carer organisations, the carer is the client.


Assigning Carers

Assigning a Carer to a Client is done from a tab on the Client Details screen. If your system does not use the Support Worker module, this tab will be named "Associated Carers". If your system does use the Support Worker module, the tab will be named "Support Worker".

If you are using the Carer Version, the tab will be named "Dependant Details".

Clicking the tab on the Client Details screen will show you if any assignments are currently active between this client and any carers. This screen also shows if any Support Workers are assigned to the client as part of a care plan made with the Support Worker module - these assignments will be shown with a project associated, whereas any Simple Carer Assignments will be shown with the "Project" column empty. Click the "New Carer Assignment" button to associate a Carer with this Client. Note that the Carer will need to already exist on the system.

On the Carer Version, the button is labelled "Link to Existing Dependant", and there will be an extra button labelled "Create New Dependant". This second button will let you create a Dependant and link them to the Client in one step.


"a picture of assigned support from a carer to a dependant"


This will take you to the "Assign Carer" screen, where you can add the following:

  • Name of the carer you want to assign (click the group of yellow people to look up from a list)
  • Dates for the start and end of the assignment - the start date is mandatory, the end date is optional
  • Number of hours, and how often these hours occur
  • Personal relationship, if any, between the client and the carer
  • Caring relationship between the client and the carer
  • Notes

When you use the lookup button for the carer, you are given the option to add a new record at this point if the carer you want isn't on the system. It is strongly recommended that unless you know the carer does not exist on your system, you exit the carer assignment process, and use the Carers menu item to run a search for them to check that they aren't already on the system as a client, volunteer etc.


"an assigned carer data entry page"


Once you have completed the required fields, click "Save Details". This will take you back to the Client Details screen, where you can see the details of your new assignment on the "Support Assigned" tab.

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