Generating, Printing, and Emailing a Client's Schedule on the Management Portal
Why print client calendar?
A client calendar includes all the service bookings arranged for the client during the selected time period. It shows the start time, name, and the duration of the booking.
While printing the client calendar, you can select to print the calendar within a preferred time period. It is used for the client to keep a record of what services they are going to get in the selected dates. If any significant changes are made to the bookings, you will need to print the calendar again to keep the client updated. You can also choose the email the printed calendar to the client. While doing so, the email will be sent to the email address recorded on the client's profile.
CareVision makes sure that the format is readable and easily understood to provide good user experience.
How to print and email client calendars
Client calendars can be printed and emailed to clients on the CareVision Management Portal. You can either do it for a specific client only on their profile or bulk print/email calendars for all or selected clients on the Exports page.
For a specific client only (on their client profile)
How to print client calendar for a specific client on their client profile
The steps and details are attached below.
1. Navigate to People -> Clients
2. Find the client you would like to print calendar for and expand the Calendar section
3. Click on the Generate Calendar button
4. Decide on how you would like to print the calendar:
Orientation: Portrait or Landascape
Start Date: Start date of the selected time period
End Date: End date of the selected time period
5. After filling in the required information, click on the Download button to generate a printed PDF.
Printed calendar sample
The printed PDF is titled as: CALENDAR_dd-mm-yyyy Thh_mm. The date and time are of when you print the calendar. An example: If you print the calendar at 13:30 on 19 April 2022, the file will be named as CALENDAR_19-04-2022 T13_30.
The calendar includes
- Client information
- Client name
- Client department
- Client number
- Care organisation information
- Care organisation name
- Care organisation address
- Care organisation phone number
- Care organisation contact email address
- Printing details
- Date of printing
- Selected time period to be printed
- Calendar content
- Date
- Weekday
- Time of booking
- Name of booking
- Booking duration
How to email client calendar to a client on their client profile
The steps and details are attached below.
1. Follow steps 1-4 in the previous section: How to print client calendar for a specific client on their client profile.
2. After filling in the required information, click on the Send to Email button to send a printed PDF as an attachment to the client via email. The format is the same as showcased in the section above.
For all or selected clients (on the Exports page)
The action of printing and emailing client calendars can also be done in bulk, on the Exports page.
How to bulk print calendars for all or selected clients on the Exports page
If
you print client calendars on the Exports page, you can choose the
clients you are printing them for, individually or in bulk. The steps
and details are attached below.
1. Navigate to Settings -> Exports
2. On the Exports page, set the Export Type to be Client Calendar (Bulk).
3. Enter the start date and end date of the printed time period.
4. Toggle the option: Limit To Selected Clients Only. This will enable the field to select specific clients
6. After filling in all the required information, click on the Download button.
A zip file will be downloaded with the calendars for selected clients compressed in it. The format of the printed calendars remain the same.
How to bulk email calendars to all or selected clients on the Exports page
The steps and details are attached below.
1. Follow steps 1-5 in the previous section: How to bulk print calendars for all or selected clients on the Exports page.
2. After filling in the required information, click on the Send to Email
button to send printed PDFs as an attachment to the selected clients via email.
The format is the same as showcased in the section above.
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