1. Caresmartz360 Community
  2. Ideas
0
Under review

Finding suitable caregiver for a NEW client

alihameed 4 years ago • updated by Lisa Izzo 4 years ago • 3

There is no way to find caregivers who live close to a potentially new client. I can only do a "Find Caregiver" option for existing clients. Is there anyway for find geographically close caregivers options for a NEW/ Potential client that is NOT in Care Smartz. Sometimes we want to check and see if we have suitable staffing in certain areas before we sign anyone up.

Even if I create a "Prospect Client" in the system, I am still not able to find care givers who live close to the client. I think this will be very important for agencies to quickly find caregivers who live close to a particular address. I can discuss this in details with the Dev Team. Thanks

Answer

Answer
Under review
Lisa Izzo 4 years ago

Would it help to sort your caregivers by ZIP code?  You can do this on the Caregiver search page, by clicking on the column header.  Then, you can see if any caregivers live in the same ZIP code or a nearby ZIP code.


You could also create territories in your portal.  Each territory could represent a group of ZIP codes or a group of suburbs.  You would assign each client  to 1 territory, and your caregivers could be assigned to 1 or more, depending on where they live.  

Here is a link to a video of how to use this feature:  https://intercom.help/caresmartz/en/articles/3164210-territories

Answer
Under review
Lisa Izzo 4 years ago

Would it help to sort your caregivers by ZIP code?  You can do this on the Caregiver search page, by clicking on the column header.  Then, you can see if any caregivers live in the same ZIP code or a nearby ZIP code.


You could also create territories in your portal.  Each territory could represent a group of ZIP codes or a group of suburbs.  You would assign each client  to 1 territory, and your caregivers could be assigned to 1 or more, depending on where they live.  

Here is a link to a video of how to use this feature:  https://intercom.help/caresmartz/en/articles/3164210-territories

alihameed 4 years ago

That is odd. I have a different "Caregiver Search" screen that does not have a zip code column. Am I at the wrong screen?

Also a good option will be to have a mile radius option in the search. ie. search within 5, 10 or 15 miles from a certain zip code. Is that possible?

Lisa Izzo 4 years ago

You can add the ZIP code column by using the three small dots in the upper right corner of the screen to select your grid columns.

In your caregiver profile, you can select how far a caregiver is willing to travel, but that would not be helpful for you in the prospective client process.

Customer support service by UserEcho