CARESTAFF

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This option allows the user to add, update, and search care staff. When the user clicks this option, the user will be linked to the Care Staff List page.

Type the last name of the caregiver to search. Filters to search are available which will allow the user to search for inactive or active caregivers. To trim down the search, selecting the type helps.

To add a new care staff, click on the Add New Care staff button and the user will be directed to the basic information page wherein the user can enter new clinician information.

The carestaff details are the agency's internal record of the care staff's information. The Employer field should indicate the agency's name or the company name for contractors. A Payee is a person or company that receives the paycheck for the services provided by the carestaff. Lastly, the contractor field indicates if the carestaff does not regularly work for the agency but only functions as required or if the carestaff is paid to perform services under a contract for the services provided.

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Once the Basic Info is saved, three (3) more tabs will show in the upper left-hand side of the page.

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Certificates/Geo/Payrates

1. Certifications/Licenses - Allows the user to add certifications and licenses and other details like ID number, effective date, expiration date, verified date and notes.

To add, select the certification from the drop down, enter the ID number and effective dates and then click the Add button.

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2. Geographic Preferences - Allows the user to add the geographic preference of the caregiver.

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3. Payrate - Allows the user to associate a visit type to a clinician, add the payrate, effective start and end date.

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To add, select the visit type from the dropdown, enter the rate and effective start date and then click the Add button.

When a payrate for an existing visit type needs to be changed, put an end date to the current record and create a new record for the visit type with a new payrate.

Note: This is required to all visiting care staff to plot visits assigned to them and to generate Payroll.

Companies

This option allows the user to associate a care staff to a company. This is commonly used for contractual care staff.

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Click on Add for a new company that the care staff is associated with, EDIT for any changes that may be required and DELETE for any record that was erroneously entered. If the care staff is no longer associated with the company that was previously defined, the Effective end date may be entered.

Visits

This is where the user can view the list of actual visits plotted by the care staffs.

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Visits details that were paid and billed can be edited on this page. To do this, click on the visit detail and then click on the Edit Selected Visit button. Another page will prompt and this will be the page wherein the user can modify the details.

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