Managing Employee Preferences
You can manage employee preferences within the employee record. Employee preferences allows you to select preferences for an employee as it relates to Client care.
From the Home screen, click Employees, click Edit next to the employee's name to be updated.
Click Preferences and click Edit.
Update preferences, as needed.
Appropriate user security is needed to select preferences for an employee.
You cannot schedule an employee with preferences, if the client attributes are noted in the client chart. Example; the employee preference is not to work with clients that smoke and the client smokes. The employee does not come up as a scheduling option for the client.