Differences

This shows you the differences between two versions of the page.

--- sa_maintenance_19 [2024/06/03 15:20] – Shelley Hunter
+++ sa_maintenance_19 [2024/06/17 11:53] (current) – Shelley Hunter
@@ Line 14: / Line 14: @@
 Social Care Types are set up in Maintenance - Agency Set Up - Social Care Types.  Used to classify Care Contacts into useful groups eg Parent, GP, Social Worker etc.
 \\ \\
-User need to have the 'Can Maintain Social Care' Role. \\ \\
+Users need to have the 'Can Maintain Social Care' Role. \\ \\
 == Records ==
-**Person Records needed** \\
+**Person Records need** \\
 Care Recipient: A Person Record with name and address, etc of state ‘Care Recipient’ \\
 Care Contact: A Person Record with name and address, etc of state ‘Care Contact’ \\ \\
-**Company Records needed** \\
+**Company Records need** \\
 Funder: A Client Record with name and address, etc and Account Code, of state ‘Funder’ \\ \\
@@ Line 28: / Line 28: @@
 These will have a Social Care View, below Timesheets \\
 {{::vac_social_care.png?400|}} \\
-To add the recipient press the Find/New button.  Either search for a recipient by keyname and
+To add the recipient press the Find/New Recipient button.  Either search for a recipient by keyname, highlight and press Select or press the New button to create a new recipient. \\
+{{::social_care_recipient.png?400|}} \\
+Then in the Funder lines you can select the appropriate Funder and add limits and references.   \\ \\
+Expand Recipient will open the recipient record, the Social Care View allows you to add the contacts, select type (e.g. Doctor, Neighbour, Family) and free type notes. \\
+{{::recipient_record.png?400|}}