A caregiver’s record

Everything about one caregiver on one screen: their details, the buttons along the top, and a tab for each part of their work.

2 parts · 1 minCaregiversFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    Your Caregivers page

    Click anyone to open their record.

    In the sidebar under Caregivers.

    On this page

    Open a caregiver’s recordClick their row

    Their record holds everything about them, with a tab for each part of their work.

    See how jumps ahead to part 2: This is a caregiver’s record.

    Read the guide
    Add a caregiverOne at a time, or by link

    Add Caregiver is at the top of the list.

    See how plays the lesson Add a caregiver.

  2. 2

    This is a caregiver’s record

    Their details are on Overview. Each tab holds one part of their work, and the buttons above it act on the whole record.

    Caregivers, then click the caregiver.

    On this page

    CertificationsWith their expiry dates

    Their certifications and background checks, each with the date it expires.

    See how plays the lesson Certifications and expirations.

    Read the guide
    Send their scheduleTheir upcoming visits, as a PDF

    Send Schedule makes a PDF of their own upcoming visits, to download or email to them.

    See how shows:

    1. Send Schedule Only their own visits.
    Change their detailsModify Caregiver

    Modify Caregiver opens everything about them to change, from their address to their credentials.

    See how shows:

    1. Modify Caregiver Everything about them, in one form.
    Export their documentationFor an audit or a file request

    Export Documentation gathers their records into a file you can hand over.

    See how shows:

    1. Export Documentation Their records, in one file.
    Make them inactiveFor someone who left

    Make Inactive takes them off the schedule. Nothing is deleted, and Make Active puts everything back.

    See how plays the lesson Make a caregiver inactive.

At the end

Now you know your way around a caregiver’s record

Watch next

CaregiversCertifications and expirationsAdd a caregiver’s certifications with their expiry dates, and see every certification that has run out or is about to in one place.5 parts · 2 min
CaregiversMake a caregiver inactiveTake someone who left off your schedule without losing a thing, and bring them back later if they return.3 parts · 1 min