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 Caregivers” 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”: the number an organization has assigned to the caregiver.
• “Caregiver First Name” and “Caregiver Last Name”.
• “Caregiver Date of Birth”.
• “Caregiver Status”: whether the caregiver is the “primary” caregiver (i.e. “yes” = primary).
• “Status”: whether or not the caregiver is actively receiving services.
• “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.

“Action” column