OBJECTIVE: This article provides instructions on how to match a Caregiver and Client in Home Care Advance.
Matching a Caregiver and Client refers to pairing a Caregiver (often a professional or informal caregiver) with an individual who requires care and support, often referred to as a Client.
1. Navigate to the Matching tab and click Matching.
2. To access different sections on the page, use the navigation menu to the left of the page
3. To search for a Client you’d like to match, click on the Long Term Match tab and use the search Client bar to find a client. Verify when the user selects a Client, the Client Preferences will auto-generate to the Matching Preferences based on the Client Preferences.
Source: Madison Ave Consulting