| Topic | Scoring Item | Type | Description |
|---|---|---|---|
| Ability | Mandatory Required Dates | Standard | Positive scoring is based on having no expired Mandatory Required Dates. |
| Ability | Critical Skills | Standard | Caregiver has Critical Skills required by the Client's care plan or authorization. This item is scored, but hidden from the User Defined list and is forced to be "Critical". |
| Ability | Non Critical Skills | Percentage Multiplier | Caregiver has Non-Critical Skills required by the Client's care plan or authorization. |
| Ability | Qualification | Standard | Critical here means you must have the qualification. Scoring will give points for Primary ("Having") or Secondary ("Not Having") with no points for a missing qualification. |
| Status | Status | Standard | Active or Potential (including Assessed) status. Make "Critical" to only return Active caregivers. Inactive, Deceased or Archived caregivers will never be returned by Quick Pick. |
| Available | Available | Standard | Caregiver is available to work this schedule (including Availability and Schedule Conflicts) |
| Available | Employment Standards Compliant | Standard | Caregiver must have: 1) at least 8 hours of unscheduled time within the previous 24 hour period 2) at least 1 unscheduled day in the previous 7 day period 3) at least 2 unscheduled days in the previous 14 day period. |
| Available | Hours Per Week Available | Standard | Caregiver is scheduled within their maximum hours per week |
| Available | Schedule Length | Standard | Caregiver has Schedule Lengths they're willing to work that match the length of the schedule, or Schedule Length is unused. |
| Demographic | Authorization Classification | Percentage Multiplier | Caregiver has Classifications required by the Authorization. When editing an Authorization, you can add to a list of Classifications that will limit the caregivers returned via Quick Pick for schedules created from that authorization. |
| Demographic | Days Active | Multiplier | Days since first Active status date to Today |
| Demographic | Demographic Ordering | Multiplier | Use the "Order" field on the Profile to manually rank caregivers higher or lower |
| Demographic | District | Standard | Caregiver's Preferred Districts matches Client's home district (or Preferred Districts are not used) |
| Demographic | Gender | Standard | Caregiver's Gender matched Authorization Preffered Gender (or Preferred Gender not specified) |
| Demographic | Language | Standard | Client and Caregiver both speak the same language |
| Distance and Travel | Coming from Home Before | Standard | Caregiver has no schedule before this one |
| Distance and Travel | Distance After | Multiplier | Distance to next location (home or other event) |
| Distance and Travel | Distance Before | Multiplier | Distance from previous location (home or other event) |
| Distance and Travel | Going to Home After | Standard | Caregiver has no schedule after this one |
| Distance and Travel | Paid Travel Time After | Multiplier | Amount of travel time that would be paid to the next event |
| Distance and Travel | Paid Travel Time Before | Multiplier | Amount of travel time that would be paid from the previous event |
| Distance and Travel | Travel Time After | Multiplier | Actual travel time to next location (home or other event) whether this travel would be paid or not. |
| Distance and Travel | Travel Time Before | Multiplier | Actual travel time from previous location (home or other event) whether this travel would be paid or not. |
| Compatibility | Compatibility - Negative | Standard | Caregiver has a negative compatibility relationship with this client. Where Caregivers have any sort of compatibility with the client, in addition to these scoring options, another line will be added to the scoring list for the scoring value of the compatibility itself. |
| Compatibility | Compatibility - Neutral | Standard | Caregiver has neither negative or positive compability with this client |
| Compatibility | Compatibility - Positive | Standard | Caregiver has a positive compatibility relationship with this client |
| Schedule History | Previously Visited | Standard | Caregiver has at least one previously completed visit with this Client |
| Schedule History | Visited in Today - 3 Days | Standard | Caregiver visited this Client in the last 3 days (from today) |
| Schedule History | Visited in Today - 10 Days | Standard | Caregiver visited this Client in the last 10 days (from today) |
| Schedule History | Visited in Today - 100 Days | Standard | Caregiver visited this Client in the last 100 days (from today) |
| Schedule History | Visited more than >100x | Standard | Caregiver has visited this Client at least 100 times |
| Schedule History | Visited more than >10x | Standard | Caregiver has visited this Client at least 10 times |
| Schedule History | Visited Yesterday | Standard | Caregiver visited this Client yesterday |
| Pending | Currently Pending | Standard | Caregiver is currently listed as a Pending Caregiver on this schedule |
| Pending | Currently Scheduled | Standard | Caregiver is currently scheduled in this schedule |
| Payroll | Gross Margin | Multiplier | Calculate profitability of this schedule as a percentage of net revenue to gross revenue. ( (gross revenue - total payroll cost) / gross revenue ) |
| Payroll | Hours Paid | Multiplier | Total hours in payroll for caregiver (for seniority tracking) |
| Payroll | Over Time Daily | Standard | Caregiver will calculate overtime for the day |
| Payroll | Over Time Weekly | Standard | Caregiver will calculate overtime for the week |
| Payroll | Pay Rate | Multiplier | Caregiver's pay rate for this schedule. To address privacy or security issues, we recommend using the Gross Margin scoring to rank the lowest cost caregiver for the schedule and obscure the direct pay rate. |
| Payroll | Payroll Burdens | Multiplier | Total cost of payroll burdens for this caregiver for this schedule. |
| Payroll | Total Payroll Cost | Multiplier | Total payroll cost of the schedule, including regular pay, overtime and payroll burdens. |
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