Client & caregiver profiles¶
Goal: "Only offer Mr. Ortiz's shifts to caregivers who are OK with dogs and can do transfers, and never to Jamie." Get the right caregivers on every request.
Where: Clients or Caregivers → View Details / Profile. The same panel appears beside chats.
Quick paths¶
| I want to… | Do this |
|---|---|
| Mark a caregiver as a great fit for a client | Client profile → Add a Caregiver match or exclusion → Add Match |
| Never offer a client's shifts to a caregiver | Same place → add as an exclusion |
| Prioritize trusted caregivers everywhere | Caregiver → Add to A-Tier |
| Keep a caregiver off all fill-in requests | Caregiver → Exclude from fill-ins? |
| Change what caregivers are told about a client | Client → Details for outbound messages |
| Stop automated texts for a test or training client | Client → Exclude from auto-msgs |
| Review care plan changes from the latest sync | Click Profile changes identified on recent sync |
How matching works¶
- Hard criteria remove caregivers who can't work the shift: skills (memory care, hospice, hoyer, transfers, incontinence), preferences (cats, dogs, smoking), gender preference, max weight, car, distance, and schedule or availability conflicts.
- Your lists: best matches and A-Tier caregivers are prioritized, and exclusions are removed.
- Qualitative matching reads profile notes and commute versus shift length, then scores the fit.
Client profiles¶
| Section | What it controls |
|---|---|
| Key preferences & care needs | Cats, dogs, smoking, live-in, needs car, transfers, hoyer, incontinence, memory care, hospice, care intensity, weight. Click Enable Edits? to change them. |
| Should we fill call-outs? / Callout finder rule | How hard CareQB searches. See Handling callouts. |
| Caregiver gender pref? | Hard filter |
| Client's Match Preferences | Free-text notes on what matters most in a caregiver, and what to avoid |
| Caregiver matching | Best matches and exclusions |
| Details for outbound messages | Care needs (sent with requests; no names, diagnoses, or medications), parking, home entry (only shared after acceptance), and first shift notice |
| Primary contacts | Who receives client reminders and broadcasts |
| Location | City/neighborhood and office location, used for distance and location filters |
| Exclude from auto-msgs / Mute late-arrival notices? | Turn automations off for this client |
Client name in red? It has no care description yet. Add one so requests make sense to caregivers.
Reviewing care plan updates¶
When your scheduling software sync brings in a changed care plan, you'll see Profile changes identified on recent sync. Click it to compare the old and new text, edit the care description, parking, and entry details, then Save my edits with new sync or Run AI assessment on latest sync.
Caregiver profiles¶
| Section | What it controls |
|---|---|
| Experience & preferences | Has car, hoyer, transfers, incontinence, memory care, hospice, care intensity, live-ins, max weight, and declines cats/dogs/smokers. Click Enable edits? (changes auto-save). |
| Wants fill-ins? / Exclude from fill-ins? | Whether they're offered extra shifts |
| A-Tier | Prioritized in primary lists |
| Notes | Experience, preferences, interview notes. These feed qualitative matching. |
| Client Matches | Clients they're a best match for, or excluded from |
| Shift Schedule / Recurring Availability | Their week and availability |
| Automation Settings | Exclude from VoiceAI, shift reminders, care plan check-ins, and missed clock-in/out alerts. Turn the relay on or off. |
| Mark caregiver inactive | With a reason. Some reasons sync back from your scheduling software. |
| Message & key stats report | A printable report of messages since a date |
Click Refresh match criteria & notes (caregiver) or Refresh profile (client) to pull the latest from your scheduling software.
Tips¶
- Notes matter. A sentence like "prefers calm, experienced caregivers; dislikes strong perfume" improves every match.
- Use exclusions for hard "no"s, not notes. Exclusions are guaranteed. Notes only influence the score.
- Review A-Tier quarterly.