Client Care Manage Placements Wizard

The Manage Placements Wizard guides you through the process of adding and removing a client to or from a Placement.

In addition, you have the option to update:

• The client’s program plans and miscellaneous collection plans.

• The client’s billing defaults.

• The open slot count in the placement’s Placement Slots.

The Manage Placement Wizard has four paths depending on what is happening with the client, you can:

• Add a Placement where the Client is starting to receive services

• Switch a Client’s Placements when the Client is moving from one Placement to another

• End a Placement when the Client is no longer receive services at that location

• End all Placements when the Client is leaving the agency