Caregivers can see all of a client’s authorized service types, even those they are not assigned to

I’d like to request an enhancement to how service types are controlled in the Caregiver Portal.

Current Issues

• Caregivers can see all of a client’s authorized service types, even those they are not assigned to. This causes confusion and incorrect service selection.
• If a caregiver selects the wrong service type, the agency has no way to correct it, creating EVV, billing, and payroll errors.

Root Cause Service visibility is tied to the client’s authorized services instead of the caregiver’s assigned service type.

Requested Enhancement Extend the existing caregiver‑specific service assignment logic (already used in the Caregiver Pay Rate module) to Client Preferences by adding a “Service Assignment per Caregiver” control. This would allow agencies to:

• Assign the exact service types each caregiver is authorized for
• Restrict portal visibility to only those services
• Prevent clock‑ins to unassigned services
• Reduce compliance risks and manual corrections

This change would significantly improve accuracy and streamline operations.

Thank you for considering this request. I’m happy to provide examples or clarification.