Managing Client Attributes
Client attributes are details about the client or the home that may be important in scheduling staff for visits. Examples: whether the client has pets, smokers in the home, behavior issues, or vision difficulty. This may also include previous provider information. While this information can be entered during the intake process, it can be edited if necessary.
Client attributes are view-able when searching for an employee to assign to an appointment. After you select an employee, within the add appointment window click assign employee, and click criteria.
From Client Details, click Attributes and click Edit.
Make changes as needed and click Save.