Caregiver Management & Assessment Functions

Survey Caregiver Options

Assessments may include a section to record an evaluation of one or more caregivers associated with the client.

This evaluation information is presented at the bottom of the assessment area:

Caregiver View Options

1. Each caregiver will be displayed in the Caregiver List pane in the bottom center section of the page.

Double-clicking on a caregiver will show a condensed view of the Caregiver Assessment summary in the lower right pane

2. As with the other assessment items, clicking on the "+" next to the Caregiver's Assessment condensed view will display the detailed view:

Caregiver Edit Options

To add or remove caregivers, or to create or edit a caregiver's assessment items, click on the Edit button.

Caregiver Assessment Edit Options

The Caregiver assessment items are edited in the same manner as the other items in the assessment

1. To set an assessment value, type the number (1..3 or N/A) or click on the button associated with the desired score.

2. To add notes for an assessment item, click on the Notes area associated with that item.

Caregiver Creation/Deletion Options

To manage the set of caregivers associated with this client, click on the "Add Caregiver Section" icon above the Caregiver List pane.

This will display a new window with a list of all caregivers previously created for this client.

Select/Create Caregiver options

1. Reload - reload the current table

2. Open Selected - opens the selected caregiver and presents their survey information on the main assessment page

3. Show Filter - Displays filtering options to reduce the number of items presented

4. Add New Caregiver - Create a new caregiver

4.1 New Caregiver window appears

4.2 Enter Caregiver first name, last name, and select their relationship to the client

4.3. Click on Save

5. Delete Caregiver

5.1. Select a caregiver from the list

5.2. Click on the Delete Caregiver icon

5.3 A confirmation window appears

5.3.1 Click Yes to delete the selected caregiver. Note that this will also delete all assessments for this caregiver.

5.3.2 Click No to cancel the delete.

Notes

A. Multiple caregivers can be associated with a given client.

B. Each assessment can include as many caregivers as desired.

C. Deleting a caregiver will also delete any assessments associated with that caregiver, over the client's entire history of assessments.

D. Caregiver name and relationship cannot be changed. If a caregiver's information changes (e.g. Legal Guardian to Foster Father), a new caregiver entry should be created reflecting the change.