Please Note - To enable this function on your account, you will need to ring our Support Team to get this turned on.
Concurrent Teams provides another criterion for a search, you can choose to only show visits that have a set team (group) associated with it. This will allow users to filter for a certain group when inputting filter options on all the Visit Views (Compact View, Week View, Day View).
A benefit to this function is that it shows only the search results of the team (group). E.g. If a patient is in a Nursing and Physiotherapy group, you can filter by nursing and only see search results related to the nursing group. If this function is not enabled, search results will display anything that is related to that group- such as Patients, sites and staff, also displaying other information about any other group they may be a part of. E.g. If a patient is in a Nursing and Physiotherapy group you will see information relating to both, even if this is not relevant to you.
In order to use this function, click to Edit/Add a Visit.
Right at the top of the page you is a Visit Group filter. The drop down options will include all the existing groups there are within the account. Select 1 group and hit Save to update the changes to the system.
Alternatively, you can use the Move Visit tab. This tab allows users to "move" visits from one group to another by cancelling the current visit and duplicating the same visit information to the desired group. Here is a link to the support article for a detailed guide on using the Move Visit function:
If we go over to one of the Visit View tabs (Compact View, Week View, Day View) for example Compact View, you will notice that you can select a group to filter down the search results. Select a group from the filter bar and click on Load.
Once the search has loaded, you will also notice that an additional column has been added to the table labelled Visit Group.
- How Do I Bulk Assign Groups to Staff/Service User?
- How Do I Add a One Off Visit?
- How Can I Edit Repeating Events?
- What Is The Move Visit Tab?
- How Do I Filter Services By Groups?