Using Preferred Districts to Schedule Caregivers Geographically

If your office serves a larger geographic area, you can create and assign districts to break up your office's service area into smaller regions.

Establish your master list of Districts in the User Defined Information Module, under All Options, then under the Location drop down menu tool.

Once you have established your master list, you can select a District any time you edit or add an address in the system.

You can use the Preferred Districts tool in the Human Resources Module or Caregiver Module to indicate areas in which a Caregiver is willing or able to work. To access the Preferred Districts tool, open the Human Resources Module or Caregiver Module and click on the Scheduling Setup menu, then click on Preferred Districts.

Click Choose then select the district(s) that a Caregiver is willing or able to work in. Click Add then Ok.

You can filter on Preferred Districts when using the Caregiver Suggestion feature, to help find an appropriate Caregiver to fill a schedule:

• Open the Filter Options and put a check in the District checkbox.
• Click save to close the Filter Options screen and reload the list of suggested caregivers.
• Caregivers will be considered a match on District if one of their Preferred Districts matches the district on the Client's address. 
• If the Caregiver has nothing listed under their Preferred Districts, then they will also always be considered a match on Districts and will not be filtered out.