Once you get access to OneTouch Health - it's time to start uploading your clients and care worker. Adding new care workers is covered in a separate article here. Here we'll cover how to add a new client to the system. Follow the instructions below to create a new client.
Step by Step guide on how to Add a New Service User
To add a new "Service User" / "Client" please follow the steps below:
- Select 'Service Users' on the menu on the left hand side of the Main Dashboard.
- Then select 'Add Service User'
- Fill out the necessary User details listed on the screen.
- There are a number of mandatory fields in this section - First Name, Last Name, Contact Number, Start Date, Address, Town and Area.
- Once all of the information has been filled out select the "Save info" button.
There are a number of added features that can be used
1. Client Prefix: This will allow you to input an Alphabetical/Numerical Prefix combination before the client I.D this is useful if you have many locations. This is switched on under Main Dashboard >>Company Settings>> Prefix Id Setup
2. Client ID No: This automatically provides a unique id number for each Client.
3. Billing Code: This lets you assign a funder to bill instead of the client for certain services.
4. Gender: Users can add new listings to this by going to Main Dashboard >> Company Settings >> Gender Settings.
5. Pay for Travel: The "pay for travel" tab is responsible for billing clients for travel - if you choose yes, you will be able to bill the client for travel to his location.
6. Travel Deduction: "Travel deduction" tab - it is possible to bill the client for mileage with the deduction of a part of the route. Let's say the carer will need to travel 15 miles to this client and you set this tab to 5 miles - this client will be billed only for 10 miles.
7. Invoice Cycle: Users now have the option to Select the Invoice Cycle when creating a new Client..
8a. 8b Referral Reason/Referral By: Users can include the Referral Reason and or Referred By when creating Client Profiles which will give an overview of how your Clients are coming to you.
9. Areas: Service Users and Care Workers are required to be assigned an area at point of profile creation. We have a separate article here that covers this.
- Having created a client, there are still some pending actions to finalise. Click here to learn about completion of client setup.
- Once the New Client has been created the User profile will appear with a list of 'Actions Required' listed at the top (assuming the client has been set to go into Pending status by default). The actions vary from contract signed, medical report, assign key holder to home Assessment. Each action will have a option beside it - Pending, Sent, Completed, Not Required, Comments.