Client Communication

The client communication page allows you to access and view all communications made by care workers during shifts as well as any communications added by admin staff within the organisation.

To access the client communications page, on the main menu navigate to client > client list. This will direct you to the client index page where you can select the client whose communications you wish to view. 

Selecting a client will bring up their profile and new drop-down menu (client drop-down menu) on the left hand side of the page.

From the client drop-down menu select communications.

Communications will bring up the communication history on the client's profile with the date and time period of when the information was recorded. 

Filtering

When viewing client communications, you can use the filter category feature to view a specific group of communications (inquiry, incident, feedback etc). Simply select the category you wish to view and click apply to activate the filter.

Adding Communications

Only admin/coordinators can add communications via client profile as well as send sms and emails to clients. Care workers can only add progress notes or feedback.

To add communications via client profile, select the type of communication you wish to add from the drop-down menu at the bottom of the client communication page.

Make sure to click add at the bottom of the page otherwise the information will not be recorded.

After communications are added, they will appear on the page as part of the communication history. This includes notes and records made by care workers during a shift.

Staff can also sms and email clients. These features can be found at the top right of the communications page. 

When email or sms is selected, a dialogue box will open. After a message is typed make sure to click send before exiting the communications page otherwise no messages will be sent to the client.

Click cancel if you wish to no longer send sms/email.

For emails only, you can send attachments.

For sms, a notification will appear when the message has been sent to the client.