When a client changes funder or rates, you must update the contract on their care plan. New bookings use the updated contract automatically, but existing visits keep the original contract and may need manual updates.
To change the client contract, follow these steps:
Click Clients and open the required client record.
Click Care Plan Planning.
At the top, double‑click on the Care Plan.
🤓 Tip: This usually shows with the care plan name and current contract.
Click Contract, then choose the contract from the drop‑down list.
Click Save.
The new contract applies to future bookings only.
Update visits already booked
Visits booked before the contract change keep the old contract and require manual updates.
To update them, follow these steps:
Click Visit Schedule.
Set the required date range, then click Refresh.
Double‑click a visit you want to update.
Click Contract, then choose the contract from the drop‑down list.
Click OK to save.
Repeat these steps for each visit that needs changing.