Quick Click allows users to record visits just by clicking on a client's name after selecting them from a search on the Dashboard page!
Upon logging into Case Management and landing on the dashboard you will now see an option for Quick Click Programs appear above the Client Search area of the page.
- In order to enable this feature simply switch the toggle to ON.
- Once this is done you can then toggle ON any program(s) (you can select more than one at a time), and search for a client.
- Search for a client's name, and when you click on it, the visit type(s) you have selected will be automatically recorded in the client's profile.
- If the program you're recording a visit for requires a signature, the system will prompt you to record a signature for each visit type that needs it.
- A Quick Click Visits history will appear below the search bar.
- You can edit/delete the visit just like you would be able to from the Services tab.
Please watch the recording below for more details:
Additional resources
Click here to navigate back to the Client Visits guide list