The way new caregivers are added to Homecare Pro depends on your typical hiring flow and how we set up your account at configuration.
Full Answer:
Caregivers can be added to Homecare Pro in three main ways.
1. Automatic Sync from Your Recruitment Platform:
If you use a supported recruitment platform to hire caregivers, we will automatically create those caregivers for you in Homecare Pro and then create them in your EMR/scheduling platform. From there, you will need to assign them a role so we can start onboarding them and managing their compliance requirements.
2. Automatic Sync from Your EMR:
If you create caregivers in a supported EMR/Scheduling platform and have set up Caregiver Sync with us, we will create applicants from your EMR directly in Homecare Pro. You'll just need to assign them a role so we can start onboarding them and managing their compliance requirements.
3. Manual Addition:
You can also manually add a new caregiver by going to your Onboarding Dashboard, tapping "Add New" next to the Onboarding Pipeline table, entering their basic details and assigning one or more roles within Homecare Pro.
If you are unsure how caregivers are created in your agency currently, or the best way to manage this, please reach out to us at [email protected].