Generic Program

Step-by-Step Guide

  1. Click on the "Services"  page within your client's profile. See How Do I Search for Clients? to learn how to find your client's file. 

  2. Click on the "New Program"   button to add a visit. 

  • Date: automatically set to the current date. This can be changed manually if the pick up or delivery date has passed
  • Delivery: automatically set "No". This can be changed manually if the client's provisions are being delivered.
  • Provisions: enter or check off provisions listed that were provided to the household.

Go to How Do I Add a Visit? to find the remaining instructions on how to complete a visit.

Tips

You can find blue question marks at the top of certain sections. Clicking on it will provide more information on how to complete the area you are filling out.