--- title: Client Caregiver Connection description: In order for a client and caregiver to work together, they need to be connected via a client caregiver connection. --- [Skip to content](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#main-content) English Show submenu for translations [![LOGO BLUE.png\]](https://knowledge.billiyo.com/hs-fs/hubfs/LOGO%20BLUE.png?height=40&name=LOGO%20BLUE.png)](https://billiyo.com/) Open main navigation Close main navigation - English Show submenu for translations - [Portal Login](https://billiyo.com/App/security/signin.aspx) [Portal Login](https://billiyo.com/App/security/signin.aspx) Looking for something specific? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.billiyo.com/knowledge?hsLang=en) 2. [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en) 3. [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#caregiver-connection-info) # Client Caregiver Connection ## In order for a client and caregiver to work together, they need to be connected via a client caregiver connection. ### *Table of Contents* [Video](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#video) [Creating a Client Caregiver Connection](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#add) [Viewing Client Caregiver Connections](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#view) --- ### *Video*   --- ### ***Creating a Client Caregiver Connection*** There are two places where *client caregiver connections* can be created from currently: - [The Client Caregiver Page](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#create-page) - [Within a Client Profile / Patient Dashboard](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#create-profile) ### The Client Caregiver Page In the left menu, navigate to: ``` CRM > Client Caretiver > Add Client Caregiver ``` | *![image-png-Jul-25-2023-09-27-47-6157-PM](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Jul-25-2023-09-27-47-6157-PM.png?width=269&height=140&name=image-png-Jul-25-2023-09-27-47-6157-PM.png)* | | --- | On the screen that appears, several fields will be displayed*:* | **Client** | - This field is **required**.  - Multiple client names can be selected | | --- | --- | | **Employee** | - This field is **required**.  - Multiple employee names can be selected | | **For all clients **(checkbox) | - This should only be checked if the employee(s) selected need to be connected to **all** clients that are in your Billiyo account at this time. - If this checkbox is checked, the Client field will disappear. | | **Assigned Date** | - This field is **required** - This is the date that the client and caregiver started working together - This field dictates when a caregiver is able to see a client's information in-app | | **Procedure Service Code** | - This field is **optional ** - Only 1 procedure code can be selected | | **Modifier Code** | - This field is **optional** - Multiple modifier codes can be selected | | ***Electronic Visit Verification*** | - This field is **required**.  - By default, *No EVV* will be selected for this field. - *Here are the options to select from:* - *No EVV (Swipe schedules)* - *Enable EVV* - *Enable EVV and Geo Tracking* - *Geo Tracking * - *Clock In-Out No EVV* | | ***Geo Tracking Distance*** | - This field will only appear for the* Enable EVV and Geo Tracking and Geo Tracking* selections made in the* Electronic Visit Verification *field*.* - This field is**required**to be filled out*.* - If your state has a distance requirement for EVV, this field should automatically default with that value. | | ***Geo Tracking Distance Type*** | - This field will only appear for the* Enable EVV and Geo Tracking and Geo Tracking* selections made in the* Electronic Visit Verification* field*.* - This field should automatically be set to* Feet* and is not editable | | ***EVV Start Date*** | - All selection options in the *Electronic Visit Verification* field, except* No EVV,* should have this field appear*.* - This field is **required** to be filled out. - Enter the date that you want this setting to start. | | ***QP*** | - This field is **optional**. - Indicate that this employee is the client's QP - QPs can use the clinical app to view and edit all care plans that were prepared for the client.  - QPs can review care plans for all employees that are assigned to the client. | | ***Caregiver is Live-in with patient?*** | - This field is **optional**. - It is used to notate situations in which a client and caregiver live at the exact same address. | | ***Live-In Caregiver Documentation*** | - This field will only appear if the* Caregiver is Live-in with patient?* checkbox is checked. - This field is **optional**. - Only 3 documents can be uploaded via this field. - The documents that are uploaded save to the employee's profile, visible under the *Documents* tab at the bottom. | | **Caregiver Settings** | - This field is **required**. - By default, *Require client & caregiver signature* is selected. | | **Allow Community Visits?** | - This field is **optional**. - This field should be checked if community visits are allowed; impacts EVV settings. | After filling out the applicable fields, click on the *Save* button to create the client caregiver connection. ### Within a Client Profile / Patient Dashboard For non-skilled agencies, in the left menu navigate to: ``` CRM > Clients > View Clients ``` Click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-16-2024-04-43-33-9000-PM.png?width=22&height=21&name=image-png-Sep-16-2024-04-43-33-9000-PM.png) next to the client's name and then the *Edit Client* button to access the client's profile. Then, scroll down to the bottom of the page and click on the *Caregivers* tab. | ![clientprofileaddcaregiver](https://knowledge.billiyo.com/hs-fs/hubfs/clientprofileaddcaregiver.gif?width=670&height=324&name=clientprofileaddcaregiver.gif) | | --- | For skilled agencies, in the left menu navigate to: ``` CRM > Clients > Patient Dashboard ``` Select the patient's name in the *Patient *field. Then, scroll down to the bottom of the page and click on the *Caregivers* tab. | ![patientdashboardaddcaregiver](https://knowledge.billiyo.com/hs-fs/hubfs/patientdashboardaddcaregiver.gif?width=670&height=324&name=patientdashboardaddcaregiver.gif) | | --- | Click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-16-2024-04-49-18-7322-PM.png?width=26&height=26&name=image-png-Sep-16-2024-04-49-18-7322-PM.png) that appears above the top-right of the table in the *Caregivers* tab and fill in the connection details:    | **Employee** | - This field is **required**.  - Multiple employee names can be selected | | --- | --- | | **Assigned Date** | - This field is **required** - This is the date that the client and caregiver started working together - This field dictates when a caregiver is able to see a client's information in-app | | **Electronic Visit Verification** | - This field is **required**.  - By default, *No EVV* will be selected for this field. - *Here are the options to select from:* - *No EVV (Swipe schedules)* - *Enable EVV* - *Enable EVV and Geo Tracking* - *Geo Tracking * - *Clock In-Out No EVV* | | **Geo Tracking Distance** | - This field will only appear for the* Enable EVV and Geo Tracking and Geo Tracking* selections made in the* Electronic Visit Verification *field*.* - This field is**required**to be filled out*.* - If your state has a distance requirement for EVV, this field should automatically default with that value. | | **Geo Tracking Distance Type** | - This field will only appear for the* Enable EVV and Geo Tracking and Geo Tracking* selections made in the* Electronic Visit Verification* field*.* - This field should automatically be set to* Feet* and is not editable | | **EVV Start Date** | - All selection options in the *Electronic Visit Verification* field, except* No EVV,* should have this field appear*.* - This field is **required** to be filled out. - Enter the date that you want this setting to start. | | **Caregiver Settings** | - This field is **required**. - By default, *Require client & caregiver signature* is selected. | | **Procedure Service Code** | - This field is **optional ** - Only 1 procedure code can be selected | | **Modifier Code** | - This field is **optional** - Multiple modifier codes can be selected | | ***QP*** | - This field is **optional**. - Indicate that this employee is the client's QP - QPs can use the clinical app to view and edit all care plans that were prepared for the client.  - QPs can review care plans for all employees that are assigned to the client. | | **Allow Community Visits?** | - This field is **optional**. - This field should be checked if community visits are allowed; impacts EVV settings. | | ***Caregiver is Live-in with patient?*** | - This field is **optional**. - It is used to notate situations in which a client and caregiver live at the exact same address. | | ***Live-In Caregiver Documentation*** | - This field will only appear if the* Caregiver is Live-in with patient?* checkbox is checked. - This field is **optional**. - Only 3 documents can be uploaded via this field. - The documents that are uploaded save to the employee's profile, visible under the *Documents* tab at the bottom. | Click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-16-2024-05-22-37-9949-PM.png?width=119&height=32&name=image-png-Sep-16-2024-05-22-37-9949-PM.png) button to save. --- ### Viewing Client Caregiver Connections There are a few places that client caregiver connections can be viewed: - [Within the *View Client Caregiver *page](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#viewcaregiver) - [Within a client's profile under the *Caregivers* tab](https://knowledge.billiyo.com/knowledge/client-caregiver-connection#viewprofile) #### **Within the *View Client Caregiver* Page** In the left menu, navigate to: ``` CRM > Client Caregiver > View Client Caregiver ``` On this screen, all client caregiver connections will appear in the table to review. | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-29-52-5540-PM.png?width=196&height=99&name=image-png-Sep-09-2024-05-29-52-5540-PM.png) | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-31-51-2592-PM.png?width=670&height=149&name=image-png-Sep-09-2024-05-31-51-2592-PM.png) | | --- | --- |   #### Within a Client's Profile / Patient's Dashboard For non-skilled agencies, navigate to: ``` CRM > Clients > View Clients ``` In the table, locate the name of the client and click on the ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-14-22-7597-PM.png?width=21&height=20&name=image-png-Sep-09-2024-05-14-22-7597-PM.png) to the left of their name. Then, click on the *Edit Client* button. | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-23-42-1152-PM.png?width=232&height=130&name=image-png-Sep-09-2024-05-23-42-1152-PM.png) | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-26-03-3762-PM.png?width=670&height=254&name=image-png-Sep-09-2024-05-26-03-3762-PM.png) | | --- | --- | On the next page that appears, scroll down to the bottom and click on the *Caregiver* tab. | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-28-33-2311-PM.png?width=670&height=137&name=image-png-Sep-09-2024-05-28-33-2311-PM.png) | | --- | For skilled agencies, navigate to: ``` CRM > Clients > Patient Dashboard ``` On the screen that appears, select the patient's name in the *Patient* field. | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-16-2024-05-29-02-1661-PM.png?width=278&height=158&name=image-png-Sep-16-2024-05-29-02-1661-PM.png) | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-16-2024-05-29-41-2212-PM.png?width=670&height=173&name=image-png-Sep-16-2024-05-29-41-2212-PM.png) | | --- | --- | On the next page that appears, scroll down to the bottom and click on the *Caregivers* tab. | ![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Sep-09-2024-05-28-33-2311-PM.png?width=670&height=137&name=image-png-Sep-09-2024-05-28-33-2311-PM.png) | | --- |   ---         - 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