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Tip

The HomeTrak Mobile apps also use the Quick Pick scoring options to provide "Caregiver Suggestion" features on schedules in the app.

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How Scores are Calculated/Types of Scoring Items

Standard scoring items give the specified amount of points if the caregiver matches (or does not match) the scoring criteria. These scoring items assign a fixed amount of points to each caregiver.

Multiplier scoring items however assign multiply the scoring points against the criteria being evaluated - for example, the "Distance Before" scoring item multiplies the points by the distance in miles from the caregiver's location previous to the schedule; i.e. the scoring is a points per mile basis.

Percentage Multiplier scoring items assign the scoring points per percentage point of a partial or complete match of multiple items - for example, when evaluating a match on the "Non Critical Skills" scoring item, if the client's Authorization/Care Plan calls for four different skills, and the caregiver is a match on three of them, this would be a 75% match and the scoring points would be multiplied accordingly.

Configuring Scoring Points

To adjust the set of caregivers returned by the Quick Pick feature, the Quick Pick scoring options are configurable in the the User Defined Information Module. The master list is found under the ", using the Caregiver Quick Pick Scores tool under the With Support's Advice" menu that is found in the Quick Access tools above the main menu and tabs drop-down menu.

Info

The text fields on this screen are read-only and informational.

Adjust the "Calculate" and "Critical" check box options and the points values to customize the scoring option.

FieldDescription
TopicGeneral topic of information
Scoring ItemThe criteria being scored
DescriptionA description of the scoring item
CalculateCalculate this item. If this option is unchecked, this item will not be scored and related information will not be calculated and displayed in the Quick Pick grid.
Critical

If an item is marked as critical, then caregivers that do not match this criteria will not be returned in the Quick Pick results.

Tip

For Percentage Multiplier type scoring items, the caregiver must be a 100% match to be returned if it is marked as Critical.

Tooltip & Points for Having

Text that will show in the scoring tooltip and/or text box plus the points to assign when the caregiver is a match for this criteria.

Tooltip & Points for Not Having
Text that will show in the scoring tooltip and/or text box plus the points to assign when the caregiver is not a match for this criteria.
Info

This option These options will not show for scoring items that are a multiplier Multiplier or Percentage Multiplier type of scoring.

Full list of Quick Pick Scoring Items

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