Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
title2. How to Add / Create Scheduled Unit
  1. Click on the Units tab in the Side menu

  2. Click on the Search option in the side menu

  3. Enter any combination of Unit Code, Unit Name, Unit Provider (Paradigm requires at least one search criteria)

  4. Click on the Search Unit button

  5. This will show a list of units that meet the searched criteria

  6. To filter the list of units, in the search box above the list of units, start typing the unit name.

  7. When you see the record for the unit you are looking for, click on the unit id code, highlighted in blue in the left column of that row.

  8. Once the required unit has been loaded click on the Scheduled Unit Details in the side menu

  9. Click on the Add Scheduled option in the side menu

  10. Enter the required information in to the fields ensuring some minimum field requirements (Start Date, End Date and HEIMS Census Date and Status set to Active) Additional information recommended however these fields are required to create a basic functioning Scheduled unit.

  11. Click on the Save Scheduled Unit button 

To Add Fees to the Scheduled Unit continue below. There are 4 different methods for adding fees to Scheduled units. 

Expand
title3. 3. The 4 Methods of Adding Fees to Scheduled Units

There are 4 methods for adding fees to Scheduled Units.

...