All Collections
Health Records
Assign staff to a client
Assign staff to a client

How do I assign staff to a client?

Updated over a week ago


Here are the steps to assign a staff member to a specific client:

  1. Navigate to the Client page

  2. Go to the toolbar on the right-hand-side

  3. Select overflow (3 dots) and press Assign Staff

  4. Insert the staff members you are assigning and click Save

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

Did this answer your question?