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Using Bed Management

Steps to successfully use the "Bed Management" feature.

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

Set-up "Bed Management" feature:

Visit your [My Agency] tab >> [Bed Management] sub-tab >> Next, click the [Add Site +] button.

The "Add Site" screen is where you'll set-up a "Site" (eg. Community Center Shelter) as well as the beds at this site.

Repeat this step for all Sites and Beds....

To Add a Client to a Bed:

You will now be able to open a client's Case and click on the [Bed Management] tab to assign the client to a bed you've created

For Quick Check-Ins and Check-Outs Click on the [My Agency] tab and then on the [Bed Management] sub-tab

...and then Scan ID Card, Search for Client, or Add New Person to CharityTracker

Or

Make a "Bed Request" for a future date...

....and then Scan ID Card, [Search] for Client, or [Add New Case] and then enter Date and select Site

To Print Bed List:

  • Under [My Agency] tab >> click "Print Bed" List

  • Then Title and Select Filters

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