Caregiver disclosures

Disclosures is the per-caregiver table of signed acknowledgments: HIPAA privacy notice, code of conduct, confidentiality, anything from your tenant's disclosure library that applies to caregivers. Each row records the template name, when it was agreed to, the context it was signed in, and whether a signature is on file.

Quick answer

Open the caregiver, click Disclosures on the tab strip, then click Add Disclosure Agreement in the top-right. Pick a template from the dropdown, set Agreed In, optionally capture a signature, and click Add Agreement. The row lands in the Caregiver Disclosure Agreements table with eye, pencil, and trash actions.

Open Caregivers

1. Open the caregiver and click Disclosures

1. 1

   Open Caregivers and click into the caregiver row.

   The tab strip on the caregiver page runs Overview, Schedule, Payroll, Forms, Files, Disclosures, Activity, Certifications, Incidents, Notes, and Transfer History. Disclosures sits between Files and Activity.
   
2. 2

   The Caregiver Disclosure Agreements table loads.

   If the caregiver has no agreements yet, an empty state appears with a centered Add Disclosure Agreement button. Once at least one agreement exists, the button moves to the top-right above the table.

2. Click Add Disclosure Agreement

1. 1

   Click the blue + Add Disclosure Agreement button.

   Empty state? It is centered under the icon and label. Already populated? It is in the top-right above the table.
2. 2

   The Add Disclosure Agreement modal opens.

   The modal has four fields: Disclosure (template picker), Agreed At (defaults to now), Agreed In (Context), and Signature (Optional). Agreed By is set automatically from your signed-in user and is not shown on this form.
   

3. Pick a template, set context, capture a signature

1. 1

   Pick a template from the Disclosure dropdown.

   The dropdown only lists templates whose Applies To is Caregiver or Both. Patient-only templates are hidden here. If the list is empty or missing the form you need, jump to the agency-wide Disclosure templates page and add it there first.
2. 2

   Adjust Agreed At and type a short Agreed In context.

   Agreed At defaults to right now. Set it back if you are logging a paper agreement that was signed earlier. Agreed In is free text, common values are Caregiver Intake, Annual Update, and Onboarding. The context shows up in the table column and on the agreement detail view.
3. 3

   Capture a signature with the on-screen pad, or skip.

   Signature is optional. If captured, the row in the table shows a green Yes pill in the Has Signature column and the rendered signature appears on the agreement detail. Use the signature pad on a touch device, mouse, or stylus. If you upload an already-signed paper copy to the caregiver files, leave the signature blank here and reference the file in Agreed In.
4. 4

   Click Add Agreement to save.

   The new row lands in the Caregiver Disclosure Agreements table.

4. Use the row actions to view, edit, or delete

1. 1

   Each row carries three icon actions on the right.

   Eye opens the agreement in a read-only modal that shows Agreed At, Agreed By, Agreed In, the disclosure body, and the signature image. Pencil opens an edit modal where you can change Agreed At, Agreed In, and the signature. Agreed By is fixed to whoever first created the agreement and is not editable. Trash opens a confirm dialog and hard-deletes the row.
   
2. 2

   If the source disclosure was deleted, the row stays auditable.

   When the original template is removed from the agency-wide Disclosures page, the caregiver's agreement does not disappear. The row shows the name as Deleted Disclosure with an amber Disclosure removed note, and the eye view still surfaces Agreed At, Agreed By, Agreed In, and the signature image so the record is defensible in an audit. Only the disclosure body copy is unavailable.
   

Common pitfalls

• No templates in the dropdown. The picker filters to templates whose Applies To is Caregiver or Both. If your library only has Patient-scoped templates, none will show up here. Add a Caregiver or Both template first.
• Confusing this with Patient disclosures. This tab tracks documents the caregiver agreed to, like HIPAA acknowledgment and code of conduct. Patient-side consent agreements live on the Patient disclosures tab, with a separate library filter.
• Editing the underlying template here. The per-caregiver row is a captured agreement, not the template. To change wording for everyone, edit the template on the agency-wide Disclosure templates page.
• Treating Deleted Disclosure as a bug. If a template gets removed agency-wide, this caregiver's already-signed agreement keeps showing up as Deleted Disclosure. That is by design, not a glitch. The signature and metadata stay so the audit trail survives.
• Wrong Agreed At. The field defaults to now. If you are logging a paper agreement signed weeks ago, set the date back before saving. Pencil-edit the field afterward if you forgot.

Related

• Disclosure templates (the agency-wide library)
• Bulk assign disclosures
• Patient disclosures
• Caregiver files