howto: Create Contacts from Open Cases


Press 'F14=Cases' to display all open Services for Worker
The program displays all services open during the week defined by the Contact Date and Worker ID.
Sequences services alphabetically by Last Name, then First Name.

Select Client/Service combination
Key an 'X' beside each Client-Service on which the worker spent time during the week.
Press 'F1=All' to place the 'X' on all Client-Services. 

Press Enter to copy Client-Services to Screen 1
The program already knows the Person Number and ONECase Service.
These data are already displayed.

Update Contact line(s) with Contact Day
The program defaults the 'Dy' to that displayed in the Contact Date. 
Change the 'Dy' date to the actual value.
Press Enter, the press F13=Update.

Key data on Screen 2
The process is the same as described in Add Contact.

.
WC3000-1 H Work With Contacts 5/11/96
CHANGE Screen 1 16:44:39
Worker ID/SSN/Name..* TOMCOX____ 237-72-8183 Thomas Cox, Jr.
Contact Date.* _5/11/96 MM DD YY Week = 5/06/96 thru 5/12/96
............................................................................. 
: Open Cases                                                                :
:                                                                           :
: S_Client_Name___________________1/Case_Nbr_Service_Description___________ :
: X Cox, Elizabeth G 7 Visit Administrator                                  :
: _ Brady, Robert Jerome 5 Service Intake                                   :
:                                                                           :
:                                                                           :
:                                                                           :
: Bottom                                                                    :
: Key any character to select one or more entries. Enter F1=Sel ALL         :
:                                                                           :
:                                                                           :
:...........................................................................: