Bookings in the Client Portal 2.0

What are the Checks in the Bookings?

The Client Compliance, Infection Control, and Member Fatigue Management checks are applied in the new bookings and existing bookings while booking or editing shifts. In the New or Existing Bookings, when the required fields are selected, the View Checks pop-up is displayed in case Client Compliance, Infection Control, and Member Fatigue Management are applied.

If an Infection is applied in the Service Location or Delivery Location, it will appear in red with the infection icon.

In Member Fatigue Management, the alert icon’s color in the View Checks pop-up displays whether the client/professional can allocate the shift to the member.

Compliance Checks

In the new and existing bookings when the details of the fields are added/updated, the system checks the compliance rules. If the compliance checks are applied, the View Checks pop-up appears as shown in the figure below.

 

You can click View Checks to view the Compliance Checks details applicable to the booking. The alert icon's color displayed in the View Checks pop-up are explained below:

  • Red Color icon - indicates the member can be allocated and the Confirm Shift(s) is enabled. Member’s acceptance is required for the mandatory compliances.

  • Orange Color icon - indicates the member can be allocated and Confirm Shift(s) is enabled. The required documents are not linked with the member profile yet.

  • Green Color icon - indicates the member’s acceptance is available for compliance and required documents are uploaded.

Member Fatigue Management Checks

In the new and existing bookings when the details of the fields are added/updated, the system checks the Member Fatigue Management rule applicable. If the Member Fatigue Management checks are applied, the View Checks pop-up appears as shown in the figure below.

 You can click View Checks to view the Member Fatigue Management Checks details applicable to the booking. The alert icon's color displayed in the View Checks pop-up are explained below:
  • Red Color icon - indicates the member cannot be allocated and the Confirm Shift(s) is disabled. The member is Restricted to be allocated to the booked shift.

  • Orange Color icon - indicates the member can be allocated and Confirm Shift(s) is enabled. The member has a Warning associated with the allocated shift.

Refer to the Member Fatigue Management article for details about Shift Warnings and Shift Restrictions.

Infection Control Checks

If the Infection is applied in the Service Location or Delivery Location, it will appear in red with the infection icon.

Click the Service Location or Delivery Location link in red color to view the details of the Applied Infection(s) with the Infection details and Restriction Period.

If the Infection Control checks are applied, the View Checks pop-up appears as shown in the figure below.

You can click View Checks to view the details of the Infection Control Checks details applicable to the booking.

Refer to the Advanced Infection Control article to know in detail about allocating shifts from infection to non-infection or non-infection to infection.

 

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