Client Caregiver
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      Client Caregiver set up for Client Portal

      In order for a Client or RP to skip signature at clock out, these are the settings needed. The Client or RP can then sign in to the Client Portal on the Web or the Caregiver application and sign visit notes and more.

      To Add a New Client Caregiver Connection 

      Navigation: CRM > Client Caregiver > Add Client Caregiver

      Here you can choose the Caregiver Setting "Do Not Require Client Signature"

      Don't Forget the Click Save

       

      To Edit an Existing Client Caregiver Connection
      Navigation: CRM > Client Caregiver > View Client Caregiver
      Click the Green Plus Sign and Choose "Edit Caregiver"
      Here you can choose the Caregiver Setting "Do Not Require Client Signature"
      Don't Forget the Click Save

      To Learn More About the Client Portal and Signature Feature, Please Visit our Page: Client Portal