Client 4.6.3

Client v4.6.3 The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a Read More …

Service Plans v4.6.2

The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …

Client v4.6.2

The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of Read More …

Client Group v4.2.0

Client Group A Client Group is a group of clients who may live in the same area and therefore staff member(s) can be allocated to a group for a set period in which case they would visit the group of Read More …

Client Portal v4

Introduction There is a new format Client Portal. This Portal is an edited version of the standard Webroster.net screen used by the office staff. The Client can only see their own information and data relevant to them, for example their Read More …