Visit Management›Assign substitute caregiver

Assign substitute caregiver

If you need to assign a caregiver to fill in for another caregiver for the day:

  • Go to the "Visits" screen

Screenshot.

  • Search for the date of the visit and the caregiver or consumer

    • Note: You can search for a date range if your caregiver needs changed for more than one day
  • Click "Search"

Screenshot.

  • Find the visit for which you need a substitute caregiver and check the box in front of it

    • Note: If you need more than one visit for the same caregiver you can check all you need

Screenshot.

  • Scroll to the bottom of the page and click on the "Assign to another caregiver" tab

Screenshot.

  • From the drop down menu choose the caregiver you want.

  • Click "ok"

Screenshot.

You have now changed the caregiver for that visit.

Was this article helpful?