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Ending a Client Caregiver Connection (Unassign)

When a client and employee are no longer working together, it's time to end their client caregiver connection. Doing this will stop the employee from seeing the client's information showing in-app for them to view.

 

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. 

Click on .

 

Here you can click on the  button. 

A Pop Up will appear. 

Choose your Unassigned Date and Click on .

Taking this step will retain the Client Caregiver records. Doing this will stop the employee from seeing the client's information showing in-app for them to view.

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

Click on the  to expand for more options. 

Once the client caregiver is expanded click .

The page will open for you to choose your unassigned date and click .