Primary Office and Secondary Offices

A Primary Office is defined as the home (custodial) office where a Caregiver’s core functionality and records are maintained, including Compliance, Payroll, and Team/Location/Branch Assignments.

The Primary Office dictates the following Caregiver functions:
  • In-Service

  • Payroll

  • Compliance

  • Absences

  • Restrictions

  • Travel Time

  • Expenses

  • Scheduling Preferences

  • Overtime Scheduling Validations

  • Visit/Absence/In-Service Overlap Configurations

  • Exclusion List Checks

A Secondary Office refers to supplemental areas where a Caregiver’s services may be required outside of their Primary Office. Although the Caregiver’s profile can only be edited via the Primary Office, Providers can view and schedule a Caregiver through a Secondary Office (based on access rights).