Client & Home Management
For client records, home settings and modules.
By Katie1 author9 articles
Change the status of a clientGuide to correct a client’s status in CareBlox.
Client not showing on the systemGuide to check whether a client has been marked as discharged or deceased, and what to do if you still can’t find their record.
Newly admitted client not appearing on the systemIf a newly admitted client isn’t showing, check your filters and confirm the admission process was completed correctly.
Add a local authority to a clientExplains how to add a Local Authority or CCG record in CareBlox so it can be assigned to a client and used correctly for invoicing.
Add a fee to a clientExplains how to add a fee to a client record in CareBlox, including setting up funding sources, invoice details, and saving the fee correctly.
Client invoices are not openingLearn what to check if you’re having problems printing current or historical invoices in CareBlox.
The billing calendar isn't workingGuide why the billing calendar may time out when loading large amounts of data and what to do if the issue continues.
Orders put against wrong financial yearExplains why figures in the Committed OPEX report may not match the breakdown and how to check if orders were created in the wrong financial year.
Edit or delete roster unitsLearn how to edit or delete a roster unit in CareBlox, and what to consider before making changes.