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Approve Client Requests - Video

Clients can request services through the scheduling module. The request can be made for a specific date and time, as well as the preferred employee. Supervisors of the client’s cost center will receive a notification when a new request is submitted.

To view client requests:

  1. Log in to your personal profile
  2. Click Scheduling on the top bar
  3. Click Client Requests on the side bar
  4. The table will list all client requests for the cost centers you have Supervisor Role for.
  5. Review the details of the request including:
    1. Client/Program
    2. Service
    3. Preferred employee
    4. Employee claiming shift
    5. Shift date
    6. Shift Time
  6. Click “A” to approve the request. The entry will move from pending status to published.
  7. If the preferred employee is unavailable, click “E” to edit the shift time or the employee.
  8. If the request cannot be granted, click “R” to reject the request.
  9. The client/guardian will be notified when your review is complete.

This task is limited to users with Supervisor Role.


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