Please watch this helpful step-by-step demonstration video (~10 minutes): https://vimeo.com/262019054
Printing Client Rosters
Once you've entered all your clients, you can generate a client roster -- An alphabetical list of Cases, that includes a unqiue number called "Case ID", which can be used for reference:
- Visit your [My Agency] tab
- Click the [Reports] tab
- Select "Cases Report" type
- On the 1st reporting screen: Select either "Table" or "CSV" format in the top-right corner. Further filtering can be done. Click [Next].
- On the 2nd reporting screen: Uncheck everything except the most important Case information to you. Name, Address, Phone, Last Assistance Date, etc. IMPORTANT: Be sure to include *at least* Case ID and Name fields at a minimum.
Add Multiple Assistance Feature
The marked client roster can be referenced when recording assistance within Oasis:
- Visit your [My Agency] tab
- Click the [Assistance] tab
- Click the [Add Multiple Assistance] tool (see screenshot here)
- On the screen that appears, be sure the amount, unit and category reflects the correct information on the left (see screenshot here) and then begin entering Case ID #'s on the right from the marked client roster.