When You Should Do This
Configure Caregiver Profile Settings:
Before onboarding caregivers
During initial system setup
When introducing:
New service offerings
New compliance requirements
New client care needs (skills/attributes)
Prerequisites
Admin access to system settings
Defined client attribute categories (these drive caregiver skills)
Understanding of:
Required certifications (e.g., CPR, CNA)
Agency compliance requirements
Caregiver qualification criteria
Step 1: Navigate to Settings
Go to the top-right corner of the portal
Select Settings
Click All Settings
Step 2: Locate Caregiver Configuration Areas
Caregiver setup spans multiple areas, including:
Profile fields
Attachments
Skills & Experience
Compliance (Certifications / Trainings)
Step 3: Configure Desired DDMs
Caregiver Attachment Type: Caregivers support document uploads similar to clients.
Examples:
Resume
Background check
ID verification
Training certificates
Compliance ensures caregivers meet regulatory and agency requirements.
Examples:
CPR Certification
First Aid
CNA License
Background Check ClearanceTo configure:
Navigate to Attachment Type (DDM or Document Settings)
Click Add
Enter the document/compliance type
Save
Note: Documents can be added directly within the caregiver profile under the Documents section
System Impact:
Compliance status is used in scheduling and alerts
Expired or missing compliance may prevent assignment or trigger warnings
Step 4: Configure Skills & Experience (Driven by Client Attributes)
Caregiver skills are not configured independently—they are driven by Client Attribute Categories and Codes.
Skills appear as selectable checkboxes
Organized by category (e.g., Availability, Language, Skill Type)
Caregivers are matched to clients based on these selections
Skill Types are hierarchical and can be configured under the Caregiver section of the settings.
Key Behavior:
Only active attribute codes are shown
Skills must align with client needs for scheduling and matching
Caregiver profiles display skills as selectable attributes
Step 5: Validate Caregiver Profile Structure
Ensure caregiver profiles support:
Personal information
Employment details
Education and work history
Skills & experience
Compliance tracking
Best Practice Recommendations
Recommended Approach
Configure client attributes first, then caregiver skills
Standardize:
Certification names
Skill categories
Document types
Keep configurations aligned with real scheduling needs
Pros
Improves caregiver-to-client matching
Ensures compliance readiness
Supports automated scheduling decisions
Reduces onboarding errors
Cons / Considerations
Changes to attributes:
Affect future selections but may not retroactively update all caregivers
Overloading skills or compliance types:
Can complicate scheduling and filtering
Associated Reports
Configured caregiver profiles support:
Caregiver compliance reports
Certification expiry tracking
Scheduling and matching reports
Training and qualification tracking