M29Shared· People

Client master

The central client record for care: one person with everything around them – master data, home access, relatives and legal guardianship, payers, care level with history, physician's order. The basis for routes, visits and care documentation.

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M29 · Client master

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Last name	First name	Care level	City	Caregiver
Kraus Logistik	Bauer & Co.	Entry 5	Entry 2	Entry 2
Bauer & Co.	Wolf Spedition	Record 6	Record 3	Record 3
Wolf Spedition	Roth Handel	Item 7	Item 4	Item 4
Roth Handel	Meyer GmbH	Entry 8	Entry 5	Entry 5
Meyer GmbH	Kraus Logistik	Record 9	Record 6	Record 6

Not a screenshot: the same interface you get in production.

What you do here

You keep a record per client: person (name, date of birth), home access (key/lock box, floor, elevator, doorbell name, notes such as a dog), contact and address. The status drives the course of care – 'intake in preparation', 'active', 'paused' or 'ended' (with a reason, e.g. hospital or nursing-home admission); ended clients are retained and findable. The record holds relatives and legal guardianship, payer and benefit, the care-level history and the physician's order – plus this client's medication, care entries and routes automatically, where booked. 'Assign caregiver' sets the primary caregiver; 'End care' closes a record properly.

Tips

Use the list's tabs and filters for active clients, a care level or a specific primary caregiver; search matches name and city. Record home access in a structured way – on a route it is the most-searched information. Enter relatives with their role and mark who may receive information. Admin and dispatch (management) see all clients and all blocks including payers and can create, edit and assign; caregivers only see their own clients and there only what they need for the visit – without payer data.

Legal requirements

The care record must be kept and, under § 630f German Civil Code, retained for ten years after the end of treatment unless longer periods apply – ended clients are therefore not deleted but held via 'retain until'; deletion is bound to the expiry of that period. The physician's order is a precondition for home nursing (§ 37, § 132a Social Code V); record the order, the payer and the authorisation period. Care services must be evidenced under quality assurance (Social Code XI § 113/§ 113b, Medical Service review guidelines) – the actual service documentation is kept in care documentation. If legal guardianship exists (§§ 1814 ff German Civil Code), record the guardian with their remit – they are the party able to consent. The per-caregiver restricted read access (each sees only their own clients) is active.

Data protection

Client data contains health data (care level and its history, physician's order, care notes) and is a special category under Art. 9 GDPR – heightened protection. Collect only what is necessary for care (purpose limitation, data minimisation, Art. 5 GDPR). Disclosure to third parties is only permitted where the person is marked as authorised to receive information on the record – relatives have no automatic right to information. Payer data is visible only to management and dispatch, not to caregivers. After the retention period ends, ended records must be deleted in a data-protection-compliant way; 'created by' and 'changed by' make access traceable.

What's inside

Clients
Client master
Client record
Edit client
Create client
Set status
Assign caregiver
End care

Part of these packs

Care serviceFor home care: clients, records, medication, tours, rota — SGB XI ready.

Fits together with

Other blocks from the same area.

M28

Absence

Here staff request holiday and report absences (sickness, home office, special leave, maternity, parental leave); the back office approves or rejects them – with an optional stand-in. The per-person, per-year leave account shows entitlement, taken, planned and remaining days.

M30