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Help > Carer Profile > New Carer > Compatibility > Automatic Loading of Compatibility
Automatic Loading of Compatibility

Once the Carer has completed a Task for any Client (either as part of a Schedule or as an individual Task) that Client will automatically appear on the Carer’s Compatibility screen. This allows you to easily capture all of the Clients this Carer has attended; you can then select whichever Client you want to record a Compatibility against. Clients will only be loaded onto the screen once, no matter how many times the Carer has visited them. However, each time the Carer completes a Task with a particular Client, the Last Served Date for that Client will be automatically updated.