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Managing Client Certification 

You can add special skills or certifications that are needed by the staff to provide care with a client. Based on client needs, special skills or certifications may be required in providing care or services. For example; IV certification. After adding a certification to a client, you can only schedule employees with the skill / certification in place.

  1. From Client Details click Attributes and click Add Patient Certification.

  2. Select Certification and click Add

  3. To remove client certifications, click Remove.

  • To schedule visits / appointments for a client with certifications in place, the employee must have the certification added to their employee file under certifications.