Schedule a Client On Leave

On Leave means the client's status is still admitted, but they are away from the facility with permission. Scheduling a client On Leave means you are setting the start date for the leave status in the future.

Use these procedures to manage scheduling a client's on leave setting:

Schedule a Client On Leave

Change a Client's On Leave Setting

Delete a Client's On Leave

Before You Begin

The client must have a status of Occupied before you can schedule the client On Leave.

To Schedule a Client On Leave

  1. Follow this path: My Office tab > Inpatient/Residential banner > Bedboard sub-banner.

The Bedboard (###) list page is displayed. View field definitions.

  1. Filter the list to determine the records that are displayed. Tell me how...

  1. Find the client who you want to set on leave. Tell me how...

  1. Click the drop down arrow in the Status column of the client you want to schedule on leave and select Schedule On Leave.

The Census Management - Schedule On Leave page is displayed. View field definitions.

  1. Complete the required and necessary fields on the Census Management - Schedule On Leave page.

  2. To Schedule Return from Leave for this client at this time, check the Return from Leave checkbox.

The Return section is displayed at the bottom of the Census Management - Schedule Return From Leave page.

  1. Complete the Return section. View field definitions.

  1. When the page is complete, click the Save and Close button in the task bar.

To Change a Client's Scheduled On Leave Setting

To change a scheduled on leave setting, you can change the:

  1. Follow this path: My Office tab > Inpatient/Residential banner > Bedboard sub-banner.

The Bedboard (###) list page is displayed. View field definitions.

  1. Filter the list to determine the records that are displayed. Tell me how...

Note: Be sure to change the date in the Filter section to the date for the client's scheduled leave to display the information on the Bedboard list page.

  1. Find the client whose scheduled on leave setting you want to change. Tell me how...

  1. Click the Scheduled On Leave hyperlink in the Status column for the client.

The Inpatient Activity Details page is displayed with the Activity Details tab active. View field definitions.

  1. Complete the fields on the Inpatient Activity Details page. You can:

·        Change the Start Date

·        Change or add one of the following Actions:

  1. When the page is complete, click the Save and Close button in the task bar.

  2. Click the close page toolbar item to return to the Bedboard page.

The Bedboard page is displayed. Note that the client's Scheduled On Leave status is no longer display and the current client record has a Status of On Leave.

To Delete a Client's Scheduled On Leave Setting

If you have put a client's Scheduled On Leave status in error, you can delete the setting.

  1. Follow this path: My Office tab > Inpatient/Residential banner > Bedboard sub-banner.

The Bedboard (###) list page is displayed. View field definitions.

  1. Filter the list to determine the records that are displayed. Tell me how...

  1. Find the client whose on leave setting you want to change. Tell me how...

  1. Click the open book toolbar item   in the Note column for the client.

The Inpatient Activity Details page is displayed with the Visit tab active.

  1. In the Activity section, click the hyperlinked status for the Scheduled On Leave.

The Activity section is displayed with the details for the selected Scheduled On Leave.

  1. Click the trash can  toolbar item.

The Confirmation Message window is displayed.

  1. In the Confirmation Message window, click the Yes button.

The Inpatient Activity Details page is displayed with the Visit tab active. The Scheduled On Leave record is deleted.

  1. Click the Exit toolbar item in the task bar.

On the  Bedboard list page, the client's status is displayed as Occupied. The client's record with a status of Scheduled Return From Leave is no longer displayed.

Why can't I access these screens?