Managing Caregiver Profiles

Managing Caregiver Profiles

The Search Caregiver link is found under Family Profiles on the left navigation menu. This page contains a search grid of caregiver profiles created by DAISEY users.

In the Search Caregiver grid, each row contains information specific to that caregiver:

  • Caregiver ID: the ID number of the caregiver automatically generated by DAISEY. Click the caregiver ID to open the Family Activities Page for that caregiver (see Accessing Family Activities).
  • Alternate ID: optional, to denote an alternative identifier an organization may have assigned to the caregiver.
  • Caregiver First Name and Caregiver Last Name.
  • Caregiver Date of Birth.
  • Caregiver Status: whether the caregiver is the Primary caregiver or Not Primary.
  • Status: whether or not the caregiver is actively receiving services. This optional field is for search grid filtering only and has no bearing on how data is reported.
  • Program(s): program(s) a caregiver is associated with.
  • Action: clickable icons allow users to perform certain actions:
    • View or edit a caregiver profile by clicking the pencil icon.
    • Delete caregiver profile by clicking the trashcan icon. Not recommended (see Deleting a Caregiver Profile).
    • View the form history by clicking on the paper icon (i.e. see when edits were made and by which user).
    • Print the completed profile by clicking the printer icon.
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Action column