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Navigate to the left hand side under the Caregivers module and click the caregiver link.
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You will see a list of any existing active caregivers. It is always the active list by default. In the top right corner click the green add button to add a new caregiver.
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You will see a variety of fields. Some of them are marked with a red asterisk. This means that they are required entry before you can save the profile. You may want to capture additional information and you're welcome to do so, however the ones marked with the red asterisks are going to be required before the system will allow you to save this profile. The first one is the office field. This will only be mandatory if you have more than one office enabled in your portal.
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You can capture other data points like the social security number.
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Enter the required data (marked with an asterisk).
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The username is going to be required for a caregiver as it is going to be used for them to access the app and the caregiver portal. This is always required regardless of whether you're going to use the app or the portal.
We recommend that you choose a format and stick to it. Most commonly people use first initial last name again you're welcome to use whatever you like
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The hire date will to default to today's date. The system will assume that today is the date that they were hired. If you are entering existing staff you can always click on the calendar icon to edit or backdate.
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A territory selection will be required if you have territories enabled and configured. Select all that apply to this caregiver so that they can work in those territories. You can also assign a "base" territory.
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If you are billing to Medicaid, or another government program, you may have to enter a state id or license information. This will depend on your state. Please reach out to your state/Medicaid liaison to find out what the requirement is.
A valid email address is required. This will provide access to the caregiver app and web portal. This will also allow you to send emails
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While you may capture a second email address only the first email will be used for providing credentials and password resets. Physical addresses are required for caregivers. This helps with matching for distance and it also allows you to have complete and accurate records for your caregivers.
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Once you start typing the address, the system will start to autocomplete. Once you see the one that matches, you can click on it from the list to select it.
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Click on the green "Save" checkmark to save this address.
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A phone number is not required but it is absolutely recommended as a best practice. CLick on the green plus sign to add a phone number to the profile.
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Mark one number as primary. We do not recommend that you mark caregiver phone numbers as time tracking as this will allow them to dial in to the ivr from their own phone wherever they are.
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Click the "-Add Info-" field to add the phone number.
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You can make notes about this number. Be sure to click the green "Save" checkmark.
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If you want to override the checkout status that you already set in your office settings for this particular caregiver you can change that from this dropdown menu. It will default to "same as office setting".
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The distance willing to travel is calculated from the home address in the profile. If you have a caregiver who has a radius that they won't travel beyond, you can set that here.
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Once your profile is complete, and all of the required information is captured, Click "Save" - it's a blue button at the bottom right corner of the screen.
