Assigning key workers to clients allows for better shared care within a team. Key workers can also be used as a filter when using Reports or the Clients list. You can assign one or multiple key workers when you create a new client or by editing an existing client.
To add a key worker to a client:
Search for the client you want to add a key worker to
Select Edit Client
From the left menu of the client’s details, select Key Workers
Search or click on the dropdown to select a user that you wish to add as the keyworker
Click add when you have selected the user you want to add as the key worker
NOTE: Clicking on the pencil will allow you to define a time a user is the keyworker for the client
Key Worker History
Some clients have multiple key workers, either all at once, or over some time.
Our key worker history feature is designed to show you who a client’s key worker was from start date to end date, at present, and their contact information during that time.
You can view a client’s key worker history when editing their client details section (click on the box Show history), or on their client overview page