When You Should Do This
Configure Client Profile Settings:
Before entering any client records
As part of initial system setup or onboarding
When introducing new workflows, services, or data tracking requirements
Prerequisites
Admin access to system settings
Understanding of your agency’s:
Client types (e.g., Private Pay, Medicaid, VA)
Documentation requirements
Care service offerings
Step 1: Navigate to Settings
Go to the top-right corner of the portal
Select Settings
Click All Settings
Step 2: Locate Client Configuration Options
On the left-hand panel
Select Client
Step 3: Configure Dropdown Fields (DDM)
Dropdown Maintenance (DDM) allows you to customize selectable fields used throughout client profiles.
Navigate to DDM (Drop Down Maintenance)
Select a category from the dropdown list (e.g., Admission Type, Length of Care)
Step 4: Configure Key Client Profile Fields
Below are commonly configured areas:
A. Client Type
Add different client funding or service types (e.g., Private Pay, Medicaid, VA)
Supports multi-selection at the client level and in scheduling, time tracking views, many reports.
To configure:
Click Add
Enter name/details
Save
B. Client Attachment Type
Used to define document categories for client records.
Examples:
Service agreements
Doctor’s instructions
DNR forms
Brochures
To configure:
Click Add
Enter name/details
Save
C. Relationships
Defines relationship types between clients and their contacts.
Examples:
Spouse
Daughter
Caregiver
Step 5: Configure Additional Areas (Optional)
You can also configure:
Payer Profiles (DDM for payers)
Assessment fields
Attribute Categories
Attribute Codes
Restriction Codes
Care Task Configuration (Care Plans/Assessments)
These settings control tasks available for selection during assessments:
Companion Care Tasks
Personal Care Tasks
Transportation Tasks
To configure:
Select the task category
Add or remove tasks as needed (be cautious about deleting tasks here. Some have secondary functionality that cannot be re-mapped (e.g. Meal Prep, Client has a Pet, etc) Editing the task and marking it as "Inactive" is the best practice.
Goals-Based Assessments
Goals
Responses
Best Practice Recommendations
Recommended Approach
Configure settings before onboarding clients
Keep dropdown values:
Standardized
Simple
Non-duplicative
Pros
Ensures consistent data entry
Reduces need for later corrections
Improves reporting accuracy
Supports scalable growth
Cons / Considerations
Changes made later:
Only apply to new records or assessments
Over-configuring can:
Confuse staff
Create unnecessary complexity