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Editing Client Caregiver Connections

Need to make a change to a client caregiver connection? In Billiyo you can do that. 

There are two ways to do this:

Head on over to the Client/Patient Profile or the Caregiver Connection in CRM.

To Edit a Client Caregiver Connection in the Client Profile head on over to CRM>Clients>View Clients. 

Click on the  button. 

Choose View Client.

At the bottom of the client/patient profile you will see the Caregivers Tab. 

Here you can click on the . 

A Pop Up will appear. 

Male your edits and click on .

You will not be able to make edits to 

  • Client
  • Employee
  • QP

To Edit a Client Caregiver Connection in the Client Caregiver Page head on over to CRM>Client Caregiver>View Client Caregiver.

Click on the .

Once you click on the the client caregiver connection will expand for more options. 

To Edit the overarching client caregiver connection click on .

A page will open where you can make edits. 

Don't forget to click on .

These edits have been made to the over arching caregiver connection and will not be applied at the procedure code level. 

If not all procedure codes and modifiers allow for community visits, you could use this customization to allow community visits for specific procedure codes and modifiers only.

To make edits at the procedure code level click on the .

A page will open where you can make edits. 

Don't forget to click on .

 

Repeat this process for each procedure code and modifier(s) that need different settings.