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Add a carer record

In this article, we explain how to add a carer record.

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Written by Billy Dilks
Updated over 4 months ago

You’d add a carer record to keep track of new caregivers who help look after clients. This makes sure their info is saved for scheduling visits and keeping everything organized.

If you need to add a carer worker, follow these simple steps:

  1. Click Actions, then click Add Care Worker.

  2. Add the carer details, then if not selected, add the agency.

  3. Click Save and Close.

Once the basic details tab has been saved, you can then complete any outstanding details, such as start date, via the misc. details tab.

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