If you use a rostering system that integrates with Access Care Planning, such as Access Care Rostering, we recommend that you create the service user within the rostering system. This ensures that the information is synchronised with Access Care Planning. However, if you create the service user directly in Access Care Planning, the data will not integrate back into the rostering system. Here's a handy guide to adding a service user to Access Care Rostering.
To create a new service user directly in Access Care Planning, follow these simple steps:
Click the three-line menu.
Select the service that the service user is under.
Click New Case, then click Create Client.
Fill in their first and last name and the branch.
Click Next.
Fill out all relevant information.
Click Next.
Add the employee groups or users you want to view the service user record.
Click Finish.