Qualitative matching¶
Goal: "She's technically qualified, but is she a good fit for this client?" See CareQB's read on the fit, and its reasons, before you send a request.
What it looks at¶
- Profile notes: client care plan and match preferences, plus caregiver experience and interview notes.
- Commute vs. shift length: a 1-hour drive for a 2-hour shift is a poor match, while the same drive for a 12-hour shift may be fine.
Hard criteria come first. If a caregiver fails a hard requirement, there's no qualitative score. Best/regular matches don't get one either, because their history shows the fit.
Where you'll see it¶
- Fill-in and grouped requests: a match tag next to each caregiver. Filter by match? removes low scores.
- Caregivers tab → Skills & Prefs: type a client's name to apply their criteria and see each caregiver's fit. Match not yet evaluated, run? asks CareQB to score it now.
Click the tag to open Qualitative Match Eval:
| Field | Meaning |
|---|---|
| Match | 0% bad match → 50% unclear → 100% perfect fit |
| Internal Assessment | A short explanation of the score |
| Personalization Note | A line you can use in the offer, such as "you've worked with memory care clients in Riverside", inserted as {{personalization}} |
| Key Profile Gaps | Missing information, for example no confirmed transfer experience for a client who uses a walker |
Adjusting it¶
You can change the score and personalization note to reflect what your office knows, then Save changes. CareQB records who edited it and carries your edits into the next assessment when profiles change.
Limits¶
- Empty profiles get a commute-only score, which is capped at 50%. Location alone can't prove a good fit.
- Scores refresh when either profile changes, the next time that pair is considered for a shift.
Improve scores by filling the gaps it lists. See Profiles & matching.