Declined Caregivers

The Declined Caregiver validation is placed as requested by a specific Patient restricting the Caregiver from working their scheduled visits. Complete the following steps to mark a Caregiver as declined.

1. Go to Patient > Caregiver HX.

2. Click the Add button.

3. The Declined Caregivers window opens. Complete the required fields such as Caregiver Code and Date of restriction. Select a Reason from the dropdown. Click Save.

   

   The values for the Reason dropdown are set via the Reference Table.

4. Once saved, the Caregiver is restricted from working visits scheduled for the Patient.

   

   Once set, all Declined Caregivers are listed on the Caregiver HX page. For Declined Caregivers, there is no option for an end date, which means records must be deleted manually to assign the Caregiver to the Patient again.