Qualifications are used by the system when matching caregivers to a schedule for a particular client. Qualifications work in tandem with Call Types (Services).
Call Types will usually have a Qualification associated with them. A caregiver must have the Qualification that is required by the Call Type in order to provide the authorized care.
If the caregiver does not have the necessary Qualification, they cannot be assigned to a schedule. (The Caregiver Suggestion tool will not show any Caregivers who do not meet the Qualifications for the schedule.)
Qualifications are in the Caregiver Module under the Scheduling Setup tool. Click the Add button to add a single Qualification, or Quick Add to add several Qualifications at once.
Qualifications are prioritized in two ranks:
- Primary Qualification: This is usually the main qualification(s) for which the caregiver was hired to perform. Caregivers will most often be assigned to schedules that require their primary qualification(s).
- Also Willing to Perform: These are other qualification(s) the caregiver has and is willing to perform.
A Caregiver may have several Qualifications.
Adding a license number or a brief note to the Qualification is optional.