Modifying Lists in CAC CareNet
When working in CareNet, you will likely run across lists that you would like to customize to meet your specific agency's needs. Whether you need to add a school to the list in the client's profile screen, change disposition types in the Case Tab, or add/remove services available to select for Encounters, Modify Lists is where it all happens.
On the left menu, click on "Admin" then "Modify Lists"
This will open the "Modify Select Lists" window.
You can search for the list, by name by typing the name of the list you wish to modify in the search field. Let's say we need to add a school to the "School" list in the client profile section of CAC CareNet.
As soon as you begin entering text, the list will begin to narrow until you have found your match.
You can also find the list you wish to modify by scrolling through the dropdown. The lists are in alphabetical order.
Now that we have found our list, we have two options:
Edit List or +Add List Item
To edit an existing list item, click on "Edit List."
You will be able to check and uncheck the boxes under the visible column. This determines which list options will actually be available to the user to select the list you are editing.
Be sure to click "Save Changes" before moving on!
You will only be able to click on the blue pencil icon under the "Actions" column if it has not yet been used in the system. To prevent a list item from being used in the future, uncheck the "Visible" box next to the item to remove it as an option.
If you need to add a list item, click the "+Add List Item" button
1. Type in the List Item - this is the value that will be saved in the system.
2. Make sure the "Visible" checkbox is checked to ensure that it will appear as an option in the list
3. Enter the Item Description. This will be what shows up in the actual list within CareNet. This is usually the same as the "List Item"
Be sure to click "Save Item"
That's all it takes to modify lists in CAC CareNet!
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