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Carer Compliances

How to add and manage carer compliances

Rocio Solis avatar
Written by Rocio Solis
Updated over 10 months ago

Keep track of your carers' compliance requirements all in one place.

  1. Go to Admin menu > Settings > Carers > Carer Compliances.

Settings are only viewable to admin users.ย 

2. Click "Add compliance", and input your compliances one at a time. This becomes your central list to then add to your carer profiles.

3. Go to a carer's profile and open the compliance tab to add a new compliance.

Select from Actions the option "Add new compliance"

To edit a compliance's name you need to open the compliance's name list in Settings>Carers by clicking on the name and making the changes to the name.

4. Select the compliance from your predefined list.

5. Add the valid from and expiration date (*you will get a notification when the expiration date is next) notes and supporting documentation (attach files)
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* Compliance notifications

The system will create notifications before your carers' compliances are due to expire. You can define the notification threshold from Settings > General settings > Notifications > Compliance expired notification threshold (days).

You can also view your compliances under reports, from Reports > Carer reports > Compliance.

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