Suggest a system enhancement

Hello Team,

I hope you are doing well. I am reaching out to suggest a system enhancement related to how service types are displayed and controlled for caregivers within the Caregiver Portal.

We have identified two issues that are creating operational and compliance challenges:

1. When a client has multiple authorized service types and different caregivers are assigned to each service, caregivers currently see all service types in the Caregiver Portal, even those they are not assigned to. This leads to confusion and increases the risk of incorrect service selection.
2. If a caregiver accidentally selects a service type they are not entitled to, the agency has no way to correct or override the service type on the visit. This creates EVV, billing, and payroll inaccuracies and requires manual cleanup.

The root cause appears to be that service visibility is tied to the client's authorized services rather than the caregiver's assigned service type.

Suggested Solution: The system already supports caregiver-specific service assignment in the Caregiver Pay Rate module, where we can assign a caregiver to a specific service type. We recommend extending this same logic to the Client Preferences section.

Specifically, adding a "Service Assignment per Caregiver" control under Client Preferences would allow agencies to:

• Assign the exact service types each caregiver is authorized to perform for that client
• Restrict the Caregiver Portal to show only those assigned service types
• Prevent caregivers from clocking into unassigned services
• Ensure EVV, billing, and payroll accuracy
• Reduce manual corrections and compliance risks

This enhancement would significantly improve accuracy, reduce administrative workload, and provide a cleaner experience for caregivers.

Thank you for reviewing this request. Please let me know if you need additional examples, screenshots, or clarification.

Best regards, Yohannes