Caregiver List

This is a list of your Caregivers and where you enter new employees or independent contractors. Find the Caregiver list by clicking on the Caregiver icon on the Home screen or selecting Caregiver list on the Caregiver menu at the top of the Home screen.

• The list works kind of like an Excel spreadsheet and can be sorted extensively and adjusted so that you see the data you wish to see.
• For example, you can add/remove columns using the column chooser or click on a column header to sort by that column. 
• To open a file, click on the name of a caregiver or on the yellow pencil to the left of their name.
• To add a new caregiver, click on the green +New button in the upper left of the list.

Video

Watch a video that explores the Caregiver List.

Buttons

Edit

Click the yellow pencil to edit or open the Caregiver's file. You can also open the file by clicking on the name of the Caregiver.

Delete

Click the X to delete the Caregiver's file. You must inactivate the file before deleting.

Inactivate

Click the grey figure to make the Caregiver inactive. You may also wish to take additional steps inside the Caregiver's file before inactivating here; see recommended best practices for inactivating.

New

Click the green +New to add a new Caregiver

Schedule

Click to open the Caregiver's schedule. You can also find their schedule by using the Caregiver menu in any scheduling area.

Toolbar

Column Chooser

Select the fields you wish to see.

1. On the left is a list of all available fields including Custom Fields. Put a checkmark in the fields you wish to see.
2. Adjust the order of the list on the right side with the up and down arrows.
3. Click OK.
4. The Caregiver list shows in your customized order.

To undo this setup, use the Column Chooser again to select the fields you wish to see.

Outlook

 Interfaces with Microsoft Outlook for sending emails and adding individuals to the Outlook Contacts list.

Custom Filter and Remove Filter

Custom Filter is a powerful search..

1. Click Custom Filter
2. In the "for" area, type what you are searching for.
3. Then select other options as desired: include a variety of areas, include all caregivers or only one, or include all common fields versus one specific field.
4. Click OK.
5. The results display in the Caregiver List.

To remove the filter, click the "Remove Filter" button. The Custom Filter stays in place until you click the Remove Filter button.

Export

Allows you to export the list to Microsoft Excel.

Font Increase/Decrease

Increase or decrease the font size used in the Caregiver list.

Search

Used to search for any text within all Caregiver files. Search results display as a list.

Type

Move between all Caregivers, active Caregivers, and inactive Caregivers. The default is active.

1 to 100 of 295 Records

Click the arrows to move through your list of Caregivers.