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Carer Compliances

How to add and manage carer compliances

Rocio Solis avatar
Written by Rocio Solis
Updated over 4 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. 

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)


* 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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