Clients and Caregivers: Training Assessment

Clients and Caregivers

Training Assessment
To make a Caregiver Active in Rosemark, you need to:

Add the Caregiver’s email addressAssign shifts to the CaregiverEnter the Caregiver’s date of birthAdd availability to the Caregiver’s profile
What is the date entered when adding a Pending Action for Credentials?

The "Done Date"Today’s dateThe "Expiration Date"The Caregiver's Date of Hire
When entering a password on a caregiver’s profile:

The password is permanent and can never be changedThe password is temporaryNeeds to include symbols and numbersIs generated by Rosemark
Client ID Numbers:

Need to be uniqueAre required for TelephonyShould not include numbers, spaces or symbolsAll of the above
Who should caregivers contact if they need their password reset?

Their agencyShoshana TechnologiesThe Rosemark User’s GuideTheir Client
How do you make sure caregivers can log in to the Caregiver Mobile App?

Enter an email address for themAssign shifts to themGive them a Caregiver NumberGive them Online access and a temporary password
Caregiver ID numbers:

Are Required for TelephonyMust be unique to the CaregiverCannot have any letters, spaces, or symbolsAll of the above
What is the best way to change a Caregiver’s availability if they are going on vacation?

Add it directly in the PlannerAdd an Inactive Period in the Availability and Status windowRemove all availability in the Availability and Status windowMark them as Quit or Discharged in the Availability and Status window
You cannot add a schedule or care plan to a client profile until you have:

Made assignments for a ClientAdded a Service to a Client ProfileAdded first and last names to a ProfileAdded a Client ID number
What are the requirements for a caregiver-created password?

Must contain letters and numbersMust include symbolsMust be at least 8 characters longMust include Caregiver numberNone of the above
Documents can be uploaded to:

Client ProfilesCaregiver ProfilesAgency StorageAll of the above
Should be Empty: