Description
Use the Client Services Request link in the Custom Navigation section of the navigation menu to request supplies, create items, or view past requests in the Client Services module. The Custom Navigation window can only be accessed on the program navigation menu by users who are granted specific, but limited, rights for their system, and the Client Services Request link is only visible when the end user is given those certain rights.
Note
The name of the Client Services Request link can be changed to any name that you want.
Access
AdminCenter > Manage > Client Services
Technical Manual
Request Supplies
| Client Services Request | Select the link in the Custom Navigation section at the bottom of the main program navigation. A Client Services Request pop-up appears displaying several buttons depending on your user rights |
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| Request Supplies | Select to externally request supplies on the Client Services administration page. Any supplies that are externally requested will be visible and managed through the Client Services module. Select Request Supplies to open the Request Supplies pop-up. This allows you to enter certain information regarding the supply request, including the location, contact, a description, and the supply that is being requested. Enter in the quantity field the number of supplies that you need. |
| Delete Icon | Select to delete the supply from the request. |
| Save | Select to save changes. |
| Cancel | Select to cancel without saving changes. |
Request Pickup
| Date (EST) | Enter date/time values in the fields to specify the date/time the pickup should take place. This is a required field. |
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| Now | Select to enter the current date/time. |
| Client | Select in or enter text in to the search-as-you-type field to select a client. This is a required field. |
| Route | Select in or enter text in to the search-as-you-type field to select a route. |
| STAT | Select to specify that the pickup should happen as soon as possible. |
| Complete | Select to mark the pickup as completed. |
| Notes | Enter text in to the field to add descriptions or helpful notes to the pickup. |
| ... | Select to open the Quick Comments pop-up to add quick comments. |
| Separate Comments with | Select either Postpend, Prepend, or Replace from the drop-down list. Select either Comma, Semicolon, Colon, Space, or Vertical Bar from the Separate Comments with drop-down list. |
| Apply | Select to save the quick comments. |
| Close | Select to close the pop-up without saving quick comments. |
| Save | Select to save changes. When saving a new pickup via the Request Pickup pop-up, a new item will be created and linked to the task so that it can be tracked on the Items tab on the Client Services administration page. The task's item will also display on the Client Services My Past Requests pop-up's datatable. The linked item's summary will read Pickup Request for Client: (Client Name). |
| Cancel | Select to cancel without saving changes. |
Create Item
| Client Services Request | Select the link in the Custom Navigation section at the bottom of the main program navigation. A Client Services Request pop-up appears displaying several buttons depending on your user rights. |
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| Create Item | Select to open the Create Item pop-up. This allows you to enter certain information, including the Client, Summary, Description, and Resolution. Select to externally create and add an item to the Items tab on the Client Services administration page. Any item(s) that are added externally will be visible and managed through the Client Services module. |
| Client | Enter the name of the client. |
| Summary | Enter a summary of the item. |
| Description | Enter a description of the item. |
| Resolution | Enter a resolution for the item. |
| Link | Select to create either a Document, Location, Order, Patient, or Provider. An Add Link pop-up will appear to add information about the item. |
| Create New | Select to create a new item. |
| Document | Select to create a new document. This is a required field. |
| Location | Select to create a new location. This is a required field. |
| Order | Select to create a new order. This is a required field. |
| Patient | Select to create a new patient. This is a required field. |
| Provider | Select to create a new provider. This is a required field. |
| Name | Select to enter a new name. This is a required field. |
| Notes | Use the field to add any extra information about the item being created. |
| Save | Select to save changes. |
| Cancel | Select to cancel without saving changes. |
My Past Requests
| Client Services Request | Select the link in the Custom Navigation section at the bottom of the main program navigation. A Client Services Request pop-up appears displaying several buttons depending on your user rights. |
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| My Past Requests | Select to externally view your previous case items or past supply requests. Select to open the My Past Requests pop-up. This allows you to view the basic status information on those requests, which includes the open date, summary, ID, assignee, status, contact, client, and a view details option. |
| Details | Select to view the supply, the quantity of the supply, or the description. |
| Cancel | Select to return to the My Past Requests pop-up. |
| Show __ entries | Display a default of 10 requests in the field. Adjust the Show __ entries value to increase or decrease the number of requests that show per page. Use the arrow buttons (forward, backward, beginning, end) to move between pages of requests. |
| Cancel | Select to cancel without saving changes. |
