CAREWare 6 Group Rapid Service Entry

Group Rapid Entry

Jennifer Eggerton

Jul 31, 2026

1086

Purpose	Enter the same service for several clients at one time.
Who should do this	CAREWare users who enter client services.
Use this guide when you need to	Use a custom report to select clients and add one service to the group.
Main warning	Review every client and service entry before you click Add Records.

Quick path
Rapid Entry > Group Rapid Entry > Edit > Select Clients > Next > Continue > Add Records

Before you begin

Create a custom report that lists the clients you want to update. Include any service fields you plan to copy from the report.

Enter the group service details

Step 1. Open Rapid Entry, and then select Group Rapid Entry.

Step 2. Select Edit and choose the custom report.

Step 3. Enter the As Of Date, choose whether to use today’s date, and select the subservice.

Button	What it does
Selected Report	The custom report used to create the client list.
As Of Date	The Through Date used when the custom report runs.
Do Not Supply Date	Uses today’s date when selected.
Subservice	The service that will be added to the new records.

Step 4. Use Select Clients to run the custom report.

Step 5. Check each client who should receive the service. Checked clients appear in the Selected Clients list. Select Save Selected Clients.

Step 6. Select Next to begin entering the service information.

Step 7. For each field, choose Get From Report or Direct Entry.

TIP

Get From Report copies a value from a field included in the custom report. Direct Entry applies the value you enter to every selected client. Get From Report only works for fields included in the report. For example, if Service Comment is in the report, CAREWare can copy those comments into the new service records.

Step 8. Select Continue to review the client and service list.

Step 9. Review the list. If the Error column shows a problem, correct it before adding the record.

Step 10. Select Add Records to add the service to each client.

How to confirm it worked

• The records are added without an error message.

• The new service appears in each selected client’s record.

Troubleshooting and common questions

Why can’t I copy a field from the report?

The field must be included in the custom report before you can use Get From Report.

What should I do if the Error column has a message?

Review the message and correct the service data before selecting Add Records.

Related References

Document	Use it for
Creating Custom Reports	Creating custom reports used for Group Rapid Entry.

Attachments