How Can I Add Multiple Patients To A Single Site? – Civica Scheduling

There may be situations where you need to have multiple Patients attached to a single Site or Locations. If you provide shared care or live-in care, this may be something you are familiar with. Another example would be if you have a husband and wife living at the same address as two separate Patients.

When we initially set your account up, we will assess whether this is something that you require and will set your system up accordingly. However, we are aware that we may have Patients who work like this who have been using Civica Scheduling prior to this feature coming out, and that companies change the way they work so the original assessment is no longer correct.

If you feel this is something that would be useful for you, please get in touch and we can switch this feature on for you. However, if it is not relevant for you, it is better to have this feature switched off as by its very nature, it adds extra complexity to your system. The instructions below explain how it is used.

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Once, it is switched on you will see you have an extra item on your top menu bar. Depending upon what you call it, it is likely to be called Sites, Properties or Locations.

Once you have chosen to add a new Property, you will be greeted with a screen very similar to that to Adding a Patient. The main differences are explained below:

- The property contact is NOT the service user. This is a third party. So for instance, if you had a number of Patients within a building complex you might set the building up as the Property and the Property Contact would be a security contact within the complex.

- Patients. Here you can add Patient who are already on Civica Scheduling to this Property. If you make this their default Property it will list this Patient within the Property profile and when you add a job/visit for that Patient, it will assume this is the correct address; you can override this for a specific job and pick another Site.

Once you have created a new Property, you are greeted with a Property profile page. This is presented in pretty much the same way as a Patient profile page. The main difference is that you can see all jobs/visits for all Patients who have this as their default property and you can see associated Patients who have this as their associated Property:

You can then click through to any Patient to view that specific Patient profile.

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