Hello Terrence. Thank you for reaching out to us in the User Community. Deactivating a Care Period will remove those visits from the schedule. If you want to keep the documents/visits on the client's chart, you would need to keep... (More)
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Hello Terrence. Thank you for reaching out to us in the User Community. When determining roles, we recommend choosing the highest role for the user. For the Surveyor/Auditor permission, we recommend only selecting the State Surveyor/Auditor role unless your agency... (More)