Configuring care team visit frequency

You can set the frequency of visits or meetings that the care team can have with individuals. You can add new frequency values to the library of configured frequencies to suit the needs of your organization. For example, a care team member might only need to visit a client once every quarter.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Team > Frequency.
    The Frequency library opens.
  3. Click New.
    The New Frequency page opens.
  4. Enter a frequency value that does not duplicate any existing frequency in the library.
  5. Click Save.