Caregiver Status

The Caregiver Status function allows Agencies to track employment status in the system to ensure that only authorized, available Caregivers may be scheduled. The Caregiver Status is the determining factor when scheduling a Caregiver to provide service.

Status

Description

Active

Caregiver is authorized and available to provide service. Caregivers listed as Active may be scheduled for visits.

Inactive

Status categories include Inactive, Hold, On Leave, and Terminated. These status categories are assigned as applicable and at the Agency’s discretion. A Caregiver with any of these statuses cannot be scheduled for visits.

Follow the steps outlined below to change a Caregiver Status in the system.

  1. Go to Caregiver > Caregiver Search.

  2. Select the Profile link from the Index. On the Profile page, click the Edit button at the bottom of the page.

  3. Scroll to the Employment Info section. Select the applicable status from the Status field.

    Changing Caregiver Status

  4. (Optional) Enter a Reason (setup using the Caregiver Status Reason Reference Table) and Note when changing a Caregiver’s Status, providing a more complete record for the employment status change.

    Employment Information Status Change Reason and Status Change Notes Fields

  5. (Optional) In the Scheduled Status Changes grid, click the Add button to schedule the Status change and complete the required fields.

    Update Caregiver Status Window

    Schedule Status Change

  6. Click the Save button to finalize.

When a Caregiver Status is changed to Terminated in the Caregiver Profile page, a 105 Sent checkbox becomes available. To the right of the 105 Sent checkbox, a green Paperclip icon (attachment) is used to upload any supporting documentation.

Caregiver Profile Terminated Status 105 Sent Attachment

The Attachment icon is also included in the Caregiver Status window (Scheduled Status Changes section) as well as in the Caregiver Document Management page.