Caregiver overview

Overview is the first tab on every caregiver record. It is the at-a-glance page for who this caregiver is: identity, demographics, contact info, address, region, and EVV-related flags. The three buttons in the top-right (Make Inactive, Modify Caregiver, Remove Caregiver) cover the only edits that happen from this tab.

Quick answer

Open Caregivers, click any row. The page lands on the Overview tab by default at the URL /caregivers/<name>/<id>/overview. The body has Personal Information, Contact Information, Address Information, EVV Compliance, and Specializations. To edit anything, click Modify Caregiver in the top-right.

Open Caregivers

Sections you see on Overview

The Overview body is one column of read-only cards, in this order:

• Personal Information. First Name, Last Name, Preferred Name, Date of Birth (with age), Gender, Primary Language, Status, Office / Location, and a masked SSN with a Show toggle.
• Contact Information. Email Address and Phone Numbers (each phone is labeled, e.g. Phone or Mobile).
• Address Information. Street Address, City, State, Zip Code, and Active Region (the scheduling region this caregiver serves).
• EVV Compliance. Live-In Caregiver, On-Site Caregiver (Facility), and Paper Timesheet Attestation On File flags.
• Specializations. Tags for the care types this caregiver is qualified to deliver.

Everything on Overview is read-only. To change a value, click Modify Caregiver in the top-right corner. The same form you used to add the caregiver opens, pre-filled with the current values.

1. Open the caregiver and land on Overview

Open Caregivers

1. 1

   On Caregivers, click the row for the caregiver you want.

   The list shows Profile, Status, Active Region, Gender, Phone Number, Email, Last Visit, and Next Visit columns. Use the Active and Inactive tabs above the table to limit the scope before clicking.
2. 2

   The caregiver page opens on the Overview tab by default.

   The URL pattern is /caregivers/<name-slug>/<uuid>/overview. Overview is the leftmost tab in the strip just under the header. The same record carries Schedule, Payroll, Forms, Files, Disclosures, Activity, Certifications, Incidents, Notes, and Transfer History.
   

2. Read the caregiver header

1. 1

   The header shows avatar, name, preferred name, DOB with age, email, and address.

   The age renders in parentheses next to the date of birth (for example, November 13th, 1959 (66 years old)). The address is a clickable link that opens the location in your map app. The three action buttons sit stacked in the top-right corner of the header.

3. Walk the Overview body

1. 1

   Personal Information lists name, preferred name, DOB, gender, language, status, office, and SSN (masked).

   Below it, Contact Information shows Email Address and Phone Numbers, and Address Information repeats the address with each component (Street, City, State, Zip Code) split out for legibility plus the Active Region the caregiver serves. SSN is masked by default; click Show to reveal it (only roles with the relevant permission can do this, and the reveal is logged to the audit trail).
   
2. 2

   Scroll down for EVV Compliance and Specializations.

   EVV Compliance shows three flags: Live-In Caregiver (caregiver lives at the patient address, which exempts certain EVV check-in rules), On-Site Caregiver (Facility) (caregiver is based at a facility instead of doing in-home visits), and Paper Timesheet Attestation On File (your agency has a signed paper-timesheet attestation as a fallback when the EVV app cannot run). Below that, Specializations lists the care types this caregiver is qualified to deliver.

4. Use Make Inactive, Modify Caregiver, Remove Caregiver

1. 1

   Click Modify Caregiver to edit any field on Overview.

   The Add Caregiver form reopens, pre-filled with the current values across every section (Personal, Contact, Address, EVV, Specializations). Save to push the edits back to Overview.
   
2. 2

   Click Make Inactive to retire the caregiver without losing history.

   The caregiver moves to the Inactive tab on the Caregivers list and drops out of new scheduling, alerts, and KPI counts. Past visits, payroll, and audit history stay intact. This is the right button 99 percent of the time when someone leaves the agency.
3. 3

   Click Remove Caregiver only when you need a hard delete.

   Remove Caregiver permanently deletes the record from the user view. Use Make Inactive instead unless legal or compliance requires a hard delete.

Common pitfalls

• Confusing Make Inactive with Remove Caregiver. Make Inactive preserves the record (and all visits, payroll, audit history). Remove Caregiver permanently deletes it. When in doubt, choose Make Inactive.
• Looking for fields that are not on Overview. Pay rate, certifications, files, disclosures, payroll history, and visit activity all live on their own sub-tabs (Payroll, Certifications, Files, Disclosures, Schedule, Activity). The Overview body is read-only demographics and contact info.
• No office assigned. Caregivers without an office show as No office assigned in the Office / Location field and can fall out of multi-office scheduling filters. Open Modify Caregiver and set the office to keep schedules clean.
• Revealing SSN unnecessarily. Every Show click is audited. Only reveal the SSN when you genuinely need it (for example, completing payroll setup or an EVV state submission), and keep the reveal short.
• Address link opens the wrong map app. The clickable address in the header uses the operating system default map handler. On Windows that is usually Bing Maps; on macOS, Apple Maps. Change your default if you want it to open Google Maps instead.

Related

• Add Caregiver wizard
• Caregiver certifications
• Caregiver list and filters
• Caregiver schedule (admin view)