Add/View Client Caregiver

Each client MUST have a caregiver associated to them. This allows the caregiver to work with them and see their information.

Add Client Caregiver

From the Main Menu, go to CRM > Client Caregiver > Add Client Caregiver.

 

Fill out the fields that show. Only "Client", "Employee", "Assigned Date" and "Electronic Visit Verification" are required.

3. Click on the Save button.

Add a Caregiver via Client Profile

1. Navigate to the client's profile by going to CRM > Clients > View Client. 

2. Locate the client.

3. Click on the next to the client's name.

4. Click Edit Client.

5. Scroll to the bottom of the client's profile to the Caregiver tab.

6. Click the grey plus button on the right-hand side to add create a new client-caregiver connection.

View Client Caregiver

1. From the Main Menu, go to CRM > Client Caregiver > View Client Caregiver.

2. Select the Client.

3. Select next to the client's name.

4. Options to Edit Caregiver or Delete Caregiver will appear.

• • • When deleting the Client Caregiver, you will be prompted with a message that reads: "Are you sure you want to Delete the selected Client Caregiver? This action is not reversible. It's one-way street". Select Cancel or Delete.