In the Blue margin, on the left, click on the second icon, i.e. Caregivers.

Click Caregivers under Caregivers

The page will display the list of Caregivers.

By default, only Active Caregivers are shown. If you utilize the Supervisor/Manager work flow, the view may be restricted to those caregivers assigned to the user. You can test this setting by trying to select all Supervisors and/or Managers from the filter.
The view includes a Search field and the following filters:

Office(s) - to select or multiselect an Office to view. If you have a single office location, this will be pre-selected.

Territory(s) - to select or multi-select territories, if you have them configured.

Status - defaults to Active, others will be available for selection if you have them configured.

Role(s) - All Roles is preselected, if you have others configured, they are also available.

Supervisors - If you use this workflow, it may default to the user. All may or may not be available depending on restrictions configured.

Managers - If you use this workflow, it may default to the user. All may or may not be available depending on restrictions configured.

Skills - All are preselected
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Once your desired selections are made, you can click Apply to see the results.
Reset will put the filters back to their default position.

The column contents are all sortable, top to bottom and bottom to top. To sort, hover your mouse next to the desired header and click either the up or down arrow.
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The column headers are also configurable. Click on the Columns link on the top right, a slide out will appear.
You can select or deselect the headers you would like to see.
You can "grab" the icon next to the headers and drag them to your desired order.
Click Apply when you are done.
You can click on Reset to return to the default selections and order.

There are several actions you can take from the caregiver listing. Start selecting the caregivers by clicking in the check box to the left of their name.
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Once the first one is selected, you will see options that were previously greyed out appear as clickable icons.

The first icon, looks like two people standing together, this is Bulk Update. All caregivers selected must be a part of the same Office to use this function. It allows the user to update the supervisor or manager assignment to all caregives selected.

The key icon allows the user to change the password for all selected caregivers. The caregivers will receive an email with their new, temporary password. They will need to click on the link to change it.

The next icon is an arrow pointing down. This will give the user the option to download the schedule calendar or a Sage50 file for the selected caregivers. If you select Calendar, there is a second option to select the month and year you would like to download.

Sage50 file will be a csv. Calendar will be PDF, zipped if multiple are selected.

The envelope icon will slide out an email composition space. The user can select from pre-configured templates, or use "Caregiver Email Template" to write a freeform email. Once you are happy with your email, click Send at the bottom of the screen. Emails will only be sent to those caregivers for whom there is an email address on file. The user will get an alert telling them which selected caregivers do not have an email address in their profile.

The last icon, a dialogue box, allows the user to send a text message to the selected caregivers. Caregivers without a primary phone number in their profile will be listed at the top.
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There is a freeform text box in which the user can compose their message. The character limit is 8000. Please note that text messages are a chargeable service per recipient per segment (240 characters). If your message is longer than 240 characters, best practice is to send an email (no charge).

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To add a Caregiver, click on the green plus icon at the top right of the page.
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A blank profile page will appear. Fill out all the information your agencies captures per its internal policy. Please note, the fields marked with a red asterisk are mandatory.
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Caregiver Address is not mandatory, but is highly recommended as a best practice. It can play a part in the caregiver matching when scheduling. Without a caregiver address on file, distance preferences will not be calculated.

Once you have completed the profile to your satisfaction, click Save. Once saved, profiles can be edited, documents and compliances can be added.

To view an existing Caregiver’s Profile, click on the Name from the list or search caregiver.

· On this page, we have the option to upload Caregiver’s profile picture. Caregivers can also do this from their app or portal access.

· The general information like Notes, Address, email, phone number, associated office will appear here

In Main tab we have sub tabs, first is Profile Summary, General Information

· It contains information fields about the Caregiver; the mandatory ones are marked with red asterisks.

· We have the option to add Address Information, Phone number, Emergency Contact, History, referral sources and Summary Notes from the +green button against each information piece.

· Make sure to click the Save button after entering all the necessary and required information.

· Many of the options that feature a drop down menu can be configured in the Settings>>Caregivers>>DDM - Drop Down Maintenance.

The next tab is Documents, it will show the documents if added for the caregiver.

These documents can be anything that serves your agencies purpose. Common documents include records of progressive disciplinary action, process or policy acknowledgement, onboarding documents, etc.

Compliance documents uploaded by the caregiver or the agency users will also roll up here for your convenience. Compliance documents will not roll down to the compliance section. They have to originate as Compliance documents to function that way.

To add a New Document click the green + symbol on the top right corner.

Once clicked, you will see the option to create a new folder, in which you can organize the files, or add a new file. If you select Add a new file, then a slide out will appear and allow you to navigate to the location of the document to select it for upload.

From here, you can see the supported file types, give the document a name, select the type (again, configurable in the Settings>>Caregivers>>DDM>>Caregiver Attachment Type), select the privacy within the office staff, and choose whether to share with the client and/or caregiver. There is also a short field (200 characters) in which you can make notes regarding the file(s).

It shows the Basic Information:

· Select the Supervisor

· Select the Manager

· Select the Employment Type

· Add the Payroll File Number

· Enter the weekly hours requested

· Select the Employment Type

On the right, you can see the status history of the caregiver hiring process. These are also configurable under Settings>>Caregivers>>DDM>>Prospective Caregiver Status

Under Separation History, it shows column for:

previous service tenure

separation date

separation reason

notes

Educational Background

To add the Qualification details, click on the green plus sign next to the section and fill out the fields. You can also attach supporting documentation such as diplomas and certificates.

Similarly, add Employment History, References, and Miscellaneous Questions.

After having added all the required details, go ahead and save your work.

The Skills & Experience page displays the list of Attributes segregated under various headings as shown, check in the boxes that apply with the caregiver skills and experience and save the work. Completing this section will help you with Caregiver matching to Client Needs & Requirements. These can be configured in Settings>>Client>>Attribute Categories or Attribute Codes.

In the Schedule window, the schedules appear on the calendar as shown.

Also, a new schedule or meeting can be created by clicking on the date block.

On this page, you can view the offered shifts.

Below are listed the open shifts that have been requested by the caregiver.

This displays all the shifts that have been deleted.

It shows the Schedule Date and Time, the list of clients for which schedule was deleted, along with the reason and the user who deleted it.

This page shows the Availability and Unavailability of the Caregiver.

It can be used to mark the Unavailability of the Caregiver:

To add, click on the green +icon on the right side.

1. Add a reason, choose from dropdown that categorizes your reason correctly

2. Select the Date and duration of your unavailability

3. If it’s a recurrence, choose the frequency of recurrence

4. Add the necessary comments in the given box space

5. Click the Save button

The Notes will appear on the Notes Page, also new notes can be added from the green +symbol on the top right corner.

The Office Tasks will be visible under the Office Tasks, also new tasks can be added from the green + symbol on the right corner.

The Compatibility page shows the list of Clients who can be scheduled with the caregiver depending upon the needs and requirements of the client along with Skills & Experience of the Caregiver.

All the communication logs will come in this section, it has 3 sub sections: voice mail, SMS Log and Email Log.

To add any new logs, click on the green + symbol, a box will pop up on the screen, you can log the activity manually.

· Choose the Delivery Date & Time

· Enter the Message in the given Space.

· Hit the Add button as shown.

After the Scheduled Shift is marked completed by the Caregiver, the client gets option to submit the rating, if they are allowed access to the Client Portal.

If the Client has posted feedback, it will show on the given page.

The page shows the Payroll Preferences

Toggle the settings ‘On’ / ‘Off’ as per Caregivers preferences

To send a password reset email, click on the last option as indicated by the arrow.

Under Caregivers Module, choose Office staff

The page shows the list of Office Staff

We can search any office staff in the search box, filter the list by offices / status

Also, there’s an option for bulk select, to reset the password, send an email or a message.

A new staff can be added from the green +box on the right corner.

The columns are also adjustable; we can drag and drop / select and unselect as required to suit our view.

To view a profile of the office staff, click on the Name of the user (hyperlink)

It shows almost all the same sections and elements as we saw while viewing the caregiver's profile.

A few differences to mark;

In the schedule window, it will show the meeting schedule instead of shift.

The Care Coordinator Dashboard provides a centralized view for monitoring Care Coordinators' tasks. It enables you to track tasks assigned to agency users that are associated with clients, prospective clients, caregivers, or caregiver applicants.

To access the Care Coordinator Dashboard, navigate to the Caregivers menu and select Care Coordinator Dashboard.

Select the office, date range, and agency user whose tasks you want to view. Both active and terminated users are available. Use the filter to view only active users for current staff, or include terminated users to review and reassign their tasks as needed.

After opening a task from the calendar or task list, you can edit it and choose one of the following actions:

· View Complete Contact History: Opens the Task/Communication tab for the associated person in a new tab.

· Update: Saves your changes.

· Update & Send Email: Saves your changes and emails the assigned staff member.

Under Caregiver module, is the option to view Caregiver Applicants.

The page displays the list of Caregivers who submitted through the form, which is generated from the Admin Settings under the Caregiver > Caregiver Applicant Form Settings

On the top, we have option to Search the applicant, filter by Status, date range.

Also, we can add a new one by clicking on green + icon