Client Master - Client Location Functions

Location Function is a field against a client profile used to record the core business activity undertaken at a location.

For example, a Hospital may have a location function of "Private Hospital" or "Public Hospital" while an area within the hospital (Delivery location) may have "Cardiac Ward" or "Postnatal Care".

To add a new client location function:

Select Masters > Client Masters > Client Location Function.

2. Select 'Add New Location Function'.

3. Define the New Location Function name.

4. Click on the green tick to save.

To edit a location function:

Select Masters > Client Masters > Client Location Function.

2. Select the Pencil against the Location Function you wish to edit.

3. Update the required fields and select the green tick to save.

The main purpose of this grouping is two-fold - it allows your members to gain additional information about the type of client that they will be working with whilst on shift, and for reporting to allow for a breakdown based on the different type of clients that you may have. This works in tandem with the Client Groups feature for comprehensive reporting.

This field can be viewed and edited from the above dropdown menu on the client card per the below screenshot: