How to Use the Certifications Tab

Requiring Certifications

The certifications tab is where client specific certifications are made active and flagged as required for caregivers.

With the client record open, click on History
Click on the Certifications tab
Click on the check box for a particular available certification. After clicking on the check box for an available certification, it is added to the Active Certifications list.

Note: Active certifications require that the caregiver assigned to the client meet those unique needs for the client.

Helpful Hint: Certifications are set up initially through the Configure Desktop by going to List Configuration>Employees>Certifications. Additionally, in order for a particular certification to display under the Clients>Certifications tab, the 'Client' checkbox must be selected at this same configuration screen.

If the caregiver does not have the specified certification listed in their employee file, then the system will provide a warning message.

Note: the corresponding “Employee Client Certification” validation must be enforced for any role where the warning should be displayed.

Helpful Hint: Validation warnings are particularly valuable when scheduling services for a client as this pro-actively informs the scheduler as to whether or not the caregiver’s credentials will meet the needs of the client.

If the caregiver does not have the specified certification listed in their employee file, then the system will provide a version of the following message:

Only certifications that are very specific to a unique client need should be selected. For example, if a client is prone to seizures, any staff sent to provide services should have completed a seizure management course