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How to Work on Consumer ModuleHow to Work on Consumer Module
Sub Modules of Consumers
Main Interface
How to Work on
Consumer Module
Add New Consumer
Fill out all required fields
then press Save button
Consumer can also choose an ID
or consumer name to view detail.
Here consumer will select any of two languages
which he/she can speak.
Here consumer can create any note .
Here consumer provide the services to
client. Services details includes starting and
ending date with the working hours.
Reports details are
maintained here.This is a schedule area
for day wise schedules.
Authorizations of Consumers
Working on
Consumer Staff
Staff Area:
It will maintain records of employees which
includes:
• Employee Status
• Employee Services
• Employee Name
• HoursAssigned to an Employee
Here user can add/select any service
and also add the employees against
the specific service.
1. Export to Excel
2. Print Preview
3.Sorting
4.Filter Contains
5. Filter Clear
6. Save Grid Layout
7. Restore Grid Layout
8. Save
Here employees’ records are displayed
with ID number and Name. If one want to
check the schedule information about
employee simply select the employee
Name and check on Add button.
On selecting an employee , record will be
shown here.
Working on
Consumer Funding
This is the funding area. Consumer
can declare funding particulars
against Source , Name andType.
Consumer Funding Source is displayed
here. If one wants to maintain the records
of which Funding Source belong to which
Consumer, just select the Name and press
Add.
How to Work On
Consumer Locations
Here Consumer Location is displayed
including address , his city , state and zip
code information .
If a consumer belongs to
any school his information
will be shown here.
How to Work On
Consumer Reports
Reports Management is shown here.
Documents and Reports can be accessed.
For E.g. Progress Reports,Access Reports.
Here user can upload any report of any
consumer from consumer folder. It is a
report management module.
Consumer/user can add the
report regarding the patient.
How to Work On
Consumer Insurance
This is insurance form. The consumer
will fill up all the fields in General Info .
This is Primary Insurance block. The
consumer will provide his personal
information for patient`s insurance .
This is Secondary Insurance block.
The consumer will give information
for Secondary Insurance plan.
How to Work On
Consumer Billing
The billing chart shows the
information about staff, about
how many hours they worked and
gave services.
How to Work On
Consumer Calendar
The Employee Calendar will show
the schedule of the availability of a
week. Employee can manage their
working schedules and appointments.

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Consumer Module

  • 1.
  • 2.
  • 3. How to Work on Consumer ModuleHow to Work on Consumer Module
  • 4. Sub Modules of Consumers Main Interface
  • 5. How to Work on Consumer Module
  • 6. Add New Consumer Fill out all required fields then press Save button
  • 7. Consumer can also choose an ID or consumer name to view detail.
  • 8. Here consumer will select any of two languages which he/she can speak. Here consumer can create any note .
  • 9. Here consumer provide the services to client. Services details includes starting and ending date with the working hours. Reports details are maintained here.This is a schedule area for day wise schedules. Authorizations of Consumers
  • 11. Staff Area: It will maintain records of employees which includes: • Employee Status • Employee Services • Employee Name • HoursAssigned to an Employee
  • 12. Here user can add/select any service and also add the employees against the specific service.
  • 13. 1. Export to Excel 2. Print Preview 3.Sorting 4.Filter Contains 5. Filter Clear 6. Save Grid Layout 7. Restore Grid Layout 8. Save
  • 14. Here employees’ records are displayed with ID number and Name. If one want to check the schedule information about employee simply select the employee Name and check on Add button.
  • 15. On selecting an employee , record will be shown here.
  • 17. This is the funding area. Consumer can declare funding particulars against Source , Name andType.
  • 18. Consumer Funding Source is displayed here. If one wants to maintain the records of which Funding Source belong to which Consumer, just select the Name and press Add.
  • 19. How to Work On Consumer Locations
  • 20. Here Consumer Location is displayed including address , his city , state and zip code information . If a consumer belongs to any school his information will be shown here.
  • 21. How to Work On Consumer Reports
  • 22. Reports Management is shown here. Documents and Reports can be accessed. For E.g. Progress Reports,Access Reports.
  • 23. Here user can upload any report of any consumer from consumer folder. It is a report management module.
  • 24. Consumer/user can add the report regarding the patient.
  • 25. How to Work On Consumer Insurance
  • 26. This is insurance form. The consumer will fill up all the fields in General Info .
  • 27. This is Primary Insurance block. The consumer will provide his personal information for patient`s insurance . This is Secondary Insurance block. The consumer will give information for Secondary Insurance plan.
  • 28. How to Work On Consumer Billing
  • 29. The billing chart shows the information about staff, about how many hours they worked and gave services.
  • 30. How to Work On Consumer Calendar
  • 31. The Employee Calendar will show the schedule of the availability of a week. Employee can manage their working schedules and appointments.