Set visibility, contact preferences, and caregiver preferences.

Types of Preferences

Category	What It Controls
Visibility	What staff can see about the client
Contact	How and when to contact client/family
Caregiver	Who can be assigned to the client
Schedule	Preferred appointment times and days

Visibility Settings

Control what information staff sees:

Go to Clients → Select client
Click Preferences tab
Under Visibility:

Setting	Description
Show phone to staff	Staff sees client phone number
Show address details	Full address visible (vs city only)
Show medical info	Diagnoses, medications visible
Show emergency contacts	Staff can view emergency numbers

Contact Preferences

Document how the client/family prefers to be contacted:

Preferred Contact Method

Phone call
Text message
Email
Portal message

Best Times to Contact

Set windows when it's OK to call:

Morning (8am–12pm)
Afternoon (12pm–5pm)
Evening (5pm–8pm)

Do Not Contact

Note any restrictions:

"Don't call during work hours"
"Text only, no calls"
"Contact guardian, not client"

Caregiver Preferences

Preferred Caregivers

Mark caregivers the client especially likes:

Go to Preferences → Caregiver Preferences
Click + Add Preferred
Select caregiver
Add optional notes

Preferred caregivers appear first in scheduling suggestions.

Restricted Caregivers

Mark caregivers who should NOT be assigned:

Click + Add Restriction
Select caregiver
Add reason (required for documentation)

Restricted caregivers cannot be assigned to this client.

Note: Restrictions are private — only visible to admins.

Gender Preference

If client prefers caregiver of specific gender:

Select: Male, Female, or No Preference
Scheduling will prioritize matching gender

Schedule Preferences

Preferred Days

Check days the client prefers appointments:

Preferred Times

Set preferred appointment windows:

Early morning (6am–9am)
Morning (9am–12pm)
Afternoon (12pm–3pm)
Late afternoon (3pm–6pm)
Evening (6pm–9pm)

Schedule Notes

Free-text field for specific instructions:

"No appointments before 10am — client sleeps late"
"Thursdays at day program, only available after 3pm"
"Prefers same time each week for routine"

Language & Communication

Primary Language

Select client's primary language:

English
Spanish
Vietnamese
Chinese
Korean
Russian
Other (specify)

Communication Needs

Note any special considerations:

Hearing impairment
Visual impairment
Uses AAC device
Needs interpreter
Simple language preferred

Applying Preferences

Preferences affect:

Feature	How Preferences Apply
Scheduling	Suggests preferred caregivers first
Auto-assign	Filters by restrictions and preferences
Mobile app	Shows relevant contact/care info
Notifications	Uses preferred contact method

Tips

Document restrictions immediately — Protect client and caregiver
Update preferences regularly — Needs change over time
Note the reason for restrictions — Required for compliance
Review before scheduling — Ensure preferences are honored

Creating Appointments — Uses schedule preferences
Auto-Assignment — Follows all preferences
Client Portal Setup — Contact preferences

Help Center

Client Preferences