Add Shift Rounds

Add Shift Rounds

Summary:


This Walkthrough will show how to Add Shift Rounds.



Navigation:


Option#1 (Shortcut): Recommended


1. Hover over the Purple Plus Icon and Select Shift Round. 


Option#2:


1. Navigate to Shifts > Rounds.

 

2. Select Add New.


Option#3 (For Single Client):


1. Navigate to Clients > Clients List.

2. Search and Select Client.

3. From Clients Dropdown Select Notes.

4. Select Add New

5. Select Shift Rounds.


Add Shift Rounds:


1. Select Location and Input Note. (Repeat for Multiple Clients if Applicable)

2. Select Save & Sign.

3. Input Log Shift Time, Pin or Signature and Save.


Review:


1. You will now see this in the Clients Notes Section or you can use this Link: Notes Review to learn how to use this Tool.