Adding Primary Caregiver Profiles

Adding Primary Caregiver Profiles

A caregiver is an adult who is either receiving services directly or cares for a child who is receiving services. Although using the term “caregiver” implies there is a child involved, caregivers do not need to be associated to any children. This is simply the term used to denote an adult profile in DAISEY.

Note: Before you create a new profile, browse or search for the caregiver to see if a profile has already been created.

Search caregiver grid

To add a new primary caregiver profile:

  1. Click Family Profiles in the left navigation menu.
  2. Click Search Caregiver.
  3. Near the top-right corner of the search grid, click the green “Add Caregiver” button.
  4. A blank caregiver profile form appears. Note that an organization’s caregiver profile may contain different questions from those shown in.
  5. Fill in all information collected on the caregiver.
  6. Mandatory fields are marked with an asterisk (*) and must be filled in in order to save the caregiver profile. Please note that each organization may have data collection requirements beyond those mandatory fields.
  7. Once all information is entered, click Save near the bottom of the page. An alert box will pop up that reads: “Successfully saved caregiver with ID” “Where would you like to go next?”
  8. This screen will give you three options to choose from, Family Activities, Search Caregiver Grid, or Search Child Grid. This will allow you to continue your workflow in adding family activity forms, additional caregivers, or children.

Do not allow a caregiver to fill out this form directly in DAISEY unless safety mode is enabled for that form. For more information, see Safety Mode Feature.

Sample “Add Caregiver” form

Sample Add Caregiver form