Difference between revisions of "Support Worker Module"

Revision as of 12:08, 15 January 2013

Background to the Support Worker module

The Support Worker module is one of the optional extra modules which can be added to a Charitylog system. As standard, the system allows recording of carer relationships and assigning of volunteers. If you just need to record the fact that these relationships exist, these features should suffice. The Support Worker module exists for organisations that need to take this functionality a step further, and manage the relationships. The module allows clients to have care plans created, involving one or many support workers and one or many types of activity. The Support Worker module also links to the Accounts Module, making it possible to charge for support work delivered, using an invoicing system.

Support Worker terminology

Depending on your organisation, you might not call these people "Support Workers". The module allows you to change the wording across the whole system so that you can call them "Carers", "Volunteers" or "Home Helpers", if you would rather. However, "Support Worker" is the most commonly used terminology and so this manual is written assuming that this is what you're using.

Further information

This is the User Manual, and so we don't deal with some of the more involved setup behind the module. If you'd like more information on how to set up and manage the Support Worker module, please have a look at the Support Worker Module (Administrator guide).

How to use the Support Worker module

The process of working with a client within the Support Worker module is illustrated by this flowchart:

• First of all, the system needs to know that this person is active in the relevant project and needs a care plan creating. The way you do this is simply to Record a Contact within the relevant project. Behind the scenes, this creates a blank care plan for the client.
  • Ongoing work will be handled by the care plan, so you don't necessarily need to enter anything in the bottom half of the "Record a Contact" screen. For example, you don't need to schedule the first appointment with the client there. However, you may well want to use it to refer the client to the relevant member of staff to have a care plan created.

Current Work Diary

Support Advisor Calendars

Support Plans

Confirm Work Schedules

Complete Work Schedules

Support Advisor Jobcards

Support Advisor Details

Holiday Pay Calculation

Holiday Pay Report

Support Worker Reports

Matching exclusions

Setting up the Support Worker Module

For information on how to set up the Support Worker module, please see the section Support Worker Module (Administrator guide) in the Administrator Manual.