First set up your visit as normal in your client calendar, there's just one small change to make.
1. When editing the visit in the pop up window, scroll to the bottom of the general info tab and select the number of carers from the drop down list.
2. Return to your schedule page to assign the multiple carers to the visit.
3. Any visits that require multiple carers will be in the unfilled visits section showing the client's name and how many cares are required.
See O'Connor Eoghan below.
5. Drag and drop the visit box as normal up to the first carer required, the box will then reappear at the bottom ready to assign to the second carer.
6. The first carer you assign the visit to will be the primary carer.
Notes:
Both carers can write notes and once they have checked out from the visit they will see each other's notes. If you prefer that only the main carer record the visit notes, contact us in Support so we can set this up this for you.
Main carer is the responsible to record the tasks in their mobile app
At the moment only the main carer visit location will be validated using QR codes or GPS location.
7. The secondary carer is shown as a paler colour on the schedule - they will still have to check in and out on time for it to be a successful visit.
You can reassign the secondary carer after the primary carer has already checked in by opening the visit dialogue and clicking the Release button.
