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Register a New Client

Category: New and Returning Clients

Learn how to add a new client to the OCMS.  Use the Find Client search page to see if your Client has a Profile on the system before you create a new Client Profile. Start Here From the sidebar, go to the My Tasks menu and click on Register New Client. Instructions and Definitions Client Type Cho...

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Manage Agency Programs - adding programs

Category: Customizing OCMS Content

Learn how to create and add staff to Agency Programs. For more information about Agency Program Security review this article. NOTE: an agency program only needs to be created once, then all staff member will be added to this program Every staff member has to be attached to at least one Agency Prog...

3,637
(114)
Create a Session

Category: Sessions

The Session form is the folder that holds all of the client interaction details including logistics and Service forms. Instructions and Definitions You will create a new Session every time you provide one or more Services to a Client (i.e. during a one-to-one meeting, language training activity or...

3,383
(88)
Reports with Extended Parameters for Custom Reporting

Category: Creating Reports

This is a list of all the reports with the option of extended parameters: Overview Reports All Services Totals (New) All Client Totals Based on Client Profile All Client Totals Based on Client Profile (Training based on Enrollment) Custom Agency Questions by Form Type All Services Totals By Staff In...

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Demo Site - Test Case #2 - Group Service

Category: Getting Started

I held a group session and I need to add clients and enter the service. (Information and Orientation Group) Description Find Client/Activity in my Agency check all clients are entered. Then Find Client/Activity group name, start group session   Steps to do this. StepTask1 Click Find Client/Activity ...

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Demo Site - Test Case #1 - Direct Service

Category: Getting Started

I met a brand new client today, who provided me with all necessary client information. I need to open a new profile and add a information & orientation service Description Go To Find Client/Activity, if no client, create a new named client profile and add an Information & Orientation Service...

469
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