In PantrySoft, clients on the waitlist cannot record visits. However, waitlisted clients can be added to a "Templist" that allows you to manage visits for these clients while they remain on the waitlist.
Overview
In PantrySoft, clients on the waitlist cannot record visits. However, waitlisted clients can be added to a "Templist" that allows you to manage visits for these clients while they remain on the waitlist. t. This guide will walk you through the process of using Templist to record visits for waitlisted clients.
Step-by-Step Instructions
1. Select the Client
Begin by identifying the client on the waitlist for whom you wish to record a visit. You can select any number of clients to add them to the Templist.
2. Create a Templist
Once you have the desired client(s) selected, follow these steps:
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Click on the Templist option.
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You will need to specify an Effective Date and an End Date for the visits. For example:
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If you are planning visits for the month of March, set the End Date to March 31.
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You can also extend this date if you wish to schedule visits over a longer period.
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3. Save Your Templist
After setting the dates, click Save and Exit to store the Templist.
4. Access the Visit Dashboard
Navigate to your Visit Dashboard to manage and record visits:
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Ensure you are in the correct location within the dashboard.
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Look for the record you just created for the client. For instance, you should see the March visits listed.
5. Record the Visit
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Select the record for the client.
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Follow the prompts to create a visit for that client based on the Templist you set up.
Conclusion
Using Templist in PantrySoft is an efficient way to manage visits for clients on the waitlist. If you have any questions or need further assistance, please don’t hesitate to reach out to Support.