Mass Service Entry

If you need to enter many services for a resident all at the same time (for instance, when entering a new resident's service plan the first time,)  "Mass" Service Entry will allow you to do so quickly.

Using Mass Service Entry

To use the Mass service entry button, go to a resident’s service plan and

  • press the “Mass” button at the top of the screen. This will open the ‘Mass Service Entry‘ Screen. This screen lists every service you can provide to the resident.
  • For Quantity, enter the number of variations you will require for each service.
  • After entering a value for Quantity and clicking on the next part of the line, the rest of the line will automatically be filled out with default information.  Change the default information if necessary. You can schedule the service and assign a provider for each service on this screen as well.
  • Enter as many different services as you would like; after you are done, press the “OK” button at the bottom. These services will now be on the resident’s service plan.
  • At this stage, if you still need to edit some of the services you have entered, you can click on them and edit their details one by one.

Mass Service Entry Video Tutorial

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  • Thursday, 11 August 2011