The Customers Screen

The Customers Screen of ASR allows storing and viewing information about the company's customers. Click on the "Customers" button on the Explorer Bar of the Setup section to get to the Customers Screen:

The screen consists of 3 major areas:

• The Customers Grid
• Customer Properties
• Customer Information

The Customers Screen:

The Customers Grid.

All Customers and primary Customer's data is shown in the Customers Grid. Customers can be searched, filtered and grouped in the grid. Creating new Customers, editing Customer Primary data and deletion of Customers also done in the Customers Grid.  Please refer to Working With Grids section fro more information on how to use the grid.

Customer Properties and Customer Information show individual Customer's information where the Customer is the currently selected customer in the Customers Grid. For example, in the example above, Customer "Customer Demo" is selected in the Customers grid. All other sections of the screen display data about "Customer Demo".

The Customer Properties show the following information (arranged into separate tabs):

• Customer Details: Additional demographic and detailed information about the customer.
• File Audit: typical organizational data a company might want to keep track of about the customer.
• Documents: a list of any documents the company wants to track about the employee. For example, copies of signed care plans, task sheets, signed formes, etc. in DOC, PDF, XLS or any other format can be uploaded into ASR for an easy retrieval.

The Customer Information show the following information about the Customer (arranged into separate tabs):

• Tasks Assignment: current Tasks Assignments (Care Plan) of the Customer.
• Communication Log: a spread-sheet for convenient tracking of any notes that the company wants to keep track of about the employee. Any incidents, conflicts, etc. can be tracked and later reported on by ASR. Also, if customer goes on suspension from care, Suspension information (suspended from and to dates) can be recorded in the log. If the customer is marked as "suspended" no visits will be generated for the customer.
• Supervisory Reviews: a complete reportable log of all supervisorial reviews the company has completed for the customer.
• Medical Reviews: a complete log of all medical reviews the company has completed for the customer.
• Task Sheet Billing reviews: a log of audit of Tasks Sheets for the Customer that the company has completed in preparation for billing.

When the Customer Screen is active, the new section in the Explorer Bar is displayed:

This area adds more functions to the Customers screen:

• Turn Review Status coloring off: this selection toggles coloring of the customers in the Customers Grid
• Show Active Customers Only: this is a shortcut to defining and applying a filter that will show Active Customers only.
• Turn All Filters Off: this will turn off all filters applied to the Customers Grid (if any).

The Customers Screen has a set of reports available for the context of reporting information about the customers. The reports are listed in the Complete List of ASR Reports, Customers Screen section.