How to Add In-House Clients to the Client/Staff widget (Nursing Caseload Assignment)

Owned by Daniel Smith
Jun 01, 2019
3 min read

This article covers how to add in-house clients to your My Clients section of your Client/Staff widget, located on your Home View in Avatar using the Nursing Caseload Assignment form. Note that this only works for inpatient programs; for outpatient programs this is done via teams which is scheduled to be released around July 2019. 

Additionally, MDs and NPs are likely to have this done in a different manner by being assigned directly to the clients as their practitioner upon admission. So this will mainly apply to nursing staff, social and rehab and other office/support staff at inpatient facilities. 

The My Clients section of your Client/Staff widget looks like this:

Instructions

  • Using your Form Search, type the name of the form into the field (just typing "Nursing" should be sufficient to pull up the form) and hit Enter or double-click the green

  • Once in the form, you'll notice your username and name at the top left, and you can proceed to the "Select Clients From Unit" field and select your program

  • After you select your program, your current in-house clients will populate the box below (it will also give your program # and the room/bed assignment for the client)

  • Proceed to the right side of the form and select the button that says, "Move All Clients At This Unit To Current Caseload"

  • At that point the clients will also populate the field on the right side of the form, but with the checkboxes checked off

  • From there, simply hit your Submit button and the clients should populate automatically into the widget. 

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Note that if you can customize discharged clients to stay in your My Clients widget past their discharge date with the "Include Clients Discharged Within This Number of Days" field, but we do not recommend it as this has caused confusion before as to whether clients have been discharged on time or not.