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This page guides you to link clients to employee recordsthrough process of allocating a client to the support workers profile..

These are the topics on this page

  • Introduction

  • Additional Information

  • Linking a client to a care worker

  • Removing the link of Care worker to the Client

Linking the client to the care worker from employee's profile will also be shown on care workers from the client's profile. There are few benefits when linking the care worker to the client. You can track down the clients that are working with the employee.

Introduction

The employee record is configured with a feature that enables you to allocate one of more preferred clients against the client profile. The employee that has been assigned the client will in-turn be reflected also on the client profile. The assignment of a client to a particular support worker is intended to acknowledge and supports the clients right of choice, choice that for example can include the client requesting support workers that are either male, live in the same area or speak a particular language.

When assigning an employee to the client's service schedule, you can during service rostering select the "Client Assigned to the Client" option so within the list could show the employees that are working with the client. Self - serve employee should link the client to them so they could see the client's information from self - serve portalStaff type field, to list he available assigned employee. For those client delivering Support Coordination service, the use of client assignment to an employee will influence the clients that the employee has access to through the Brevity Care self service portal.

Additional information

For additional information refer to the topic Allocated Support Workers.

Linking a client to a care worker

  1. In the Employee information page, select the "Link Icon" in the "Care Worker Clients" information.

  2. Once selected a "Search Field" containing client names will pop-up, search for the name of the client and select the client.

  3. Click the "Save Button" once done

Removing the link of Care worker to the Client

In the Care Worker Clients Information under the Employee information page, Slide the "Horizontal Slide Bar" and then select the "Remove Link Icon" then select the "Save Button" to save the changes.