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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
Creating a Client Caregiver Connection
Viewing Client Caregiver Connections



Video

 

Creating a Client Caregiver Connection

There are two places where client caregiver connections can be created from currently:

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


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 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


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


Click on the 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  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

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.

 

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 to the left of their name. Then, click on the Edit Client button.


On the next page that appears, scroll down to the bottom and click on the Caregiver tab.


    For skilled agencies, navigate to:

    CRM > Clients > Patient Dashboard

    On the screen that appears, select the patient's name in the Patient field.


    On the next page that appears, scroll down to the bottom and click on the Caregivers tab.