Caregiver Compliance Introduction

The Caregiver Compliance page under Caregiver > Search Caregiver > Compliance is designed to manage and organize Caregiver compliance tasks based on Caregiver Discipline. This function includes three process levels to include Item Manager, Compliance Setup, and Caregiver Compliance page. The following sections provide details and guidance on each of these levels.

	Level	Description
Agency Admin	Item Manager	Create and manage values for Caregiver Compliance page and sections; the library houses compliance fields and values on an Agency-wide level.
Agency Admin	Compliance Setup	The values/fields applied to a given Compliance Setup are taken directly from the Agency Item Manager. Offices assigned to a given Compliance Setup calculate compliance based on the rules used in the setup.
Caregiver	Caregiver Compliance Page	Used to enter and track Caregiver Compliance standards as identified by the Agency; where values and created fields are applied to an individual Caregiver depending on the specific Caregiver Discipline.

Applicable permissions must be enabled by HHAeXchange System Administration.