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Manage Bed Assignments for Clients or Client Dependents (Procentive)


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  • Updated

  In order to access these settings, you will need permission to Reserve and Assign Beds for Clients and Client Dependents.

 

This article will show you how to add, modify or remove a bed assignment, as well as view the assignment details.

 

Click the tabs below to expand the information on each tab.

 

Add a Bed Assignment

  1. Locate the bed you would like to assign.
  2. Click the three dots on the right side of that bed.

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  3. Click Assign Bed.
  4. From the Occupant drop-down menu, select the appropriate Occupant Type.

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  5. Begin typing the Client name in the Client field. A list of clients will generate. Select the appropriate client.

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    • If the Occupant Type is Dependent, select the client who the dependent is associated with.

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  6. If the Occupant Type is Dependent, enter the Dependent Name.

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  7. Enter the Start Date of the assignment.
  8. Enter the End Date of the assignment.
    • The Length Of Stay will auto-populate with the number of days based on the Start and End dates.

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  9. Click Save.
  10. The bed icon will now show as occupied. The bed will display with the client or dependent's name, the client's name in parenthesis if the occupant is a dependent, and the dates that the bed is occupied.

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View Occupant Details

  1. Locate the bed of which you would like to view the occupant details.
  2. Click on the Occupant's name.
  3. The details of the bed assignment will display.

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Modify a Bed Assignment

  1. Locate the bed assignment you would like to modify.
  2. Click the three dots on the right side of that bed.
  3. Click Edit Assignment.
  4. The Start Date and End Date are editable.

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    • If this bed is assigned to a Client Dependent, the Dependent Name is also editable.

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  5. Click Save.

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Remove a Bed Assignment

  1. Locate the bed you would like to remove the assignment from.
  2. Click the three dots on the right side of that bed.

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  3. Click Remove Assignment.
  4. A confirmation will pop up.

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  5. Click Yes, Remove Assignment.

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