Clinics


Purpose: The purpose of the clinics module is to help with scheduling and recording information about "clinics" that many agencies provide. This module allows clinics to be created, those clinics to have events (recurring or non-recurring), and those events to have appointment slots. Clinic event appointment slots can be filled in advance by scheduling intakes or cases into those slots, or filled in 'at the site' for walk-ins, or both. Users (staff and pro bono) can be assigned to specific clinic events and to specific appointment slots.


Cost: There is no cost for this module, but it may need to be enabled by LegalServer on older sites. Search the Admin page for 'clinic' to determine if it is already enabled on your site. If it is not enabled, file a ticket from your site (Help menu > Support Ticket). Note: Enabling the module also requires setting up several processes, forms, and profiles. The no cost option includes doing that on one site, either your demo or live site. You can then create those on the other site, or have us invoice you $250 to do both sites. Specify in your ticket that you want the objects created on demo or live, or if you want us to bill you and do both.


Training on setup and use of the module is typically charged at standard training rates.


Compared to Outreach Records: Before the Clinics module was developed, agencies could only record 'overall' information about clinics, such as the estimated or actual number of attendees. There were no scheduling options or any means to create recurring clinic events. A new outreach record was typically created each time a clinic was offered. Any detail about a clinic was typically put into outreach notes. This option still exists, and may be a better fit for agencies that do not need the scheduling features and additional detail of the Clinics module.