KS MIECHV DAISEY - Adding Caregiver Profile to DAISEY

CPPR Tech To Practice

Created Dec 04, 2023

KS MIECHV DAISEY - Adding Caregiver Profile to DAISEY

22
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daisey.cete.us/kehs/

28 Steps
1

Click on Family Profiles

Click on Family Profiles
2

Click on Search Caregiver

Click on Search Caregiver
3

Always make sure to search for the name of the caregiver to check for duplicates.

Always make sure to search for the name of the caregiver to check for duplicates.
4

If no other entries match your search, proceed to Add Caregiver.

If no other entries match your search, proceed to Add Caregiver.
5

Click on Add Caregiver

Click on Add Caregiver
6

Optional: Type in the Alternate ID

Some organizations or programs use an alternate ID. Please make sure to check with your supervisor if you have questions on how your organization uses the Alternate ID field.

Optional: Type in the Alternate ID
7

Caregiver System ID will automatically be generated after profile is saved

Caregiver System ID will automatically be generated after profile is saved
8

Enter caregiver first name

Enter caregiver first name
9

Enter caregiver last name

Enter caregiver last name
10

Enter date of Enrollment

Enter date of Enrollment
11

Enter Caregiver birthdate

Enter Caregiver birthdate
12

Select Active from Active Status

Note: Active/inactive status only affects the search function in "Search Caregiver." To discharge a caregiver, you must enter a discharge date in their last Caregiver Quarterly Activity.

Select Active from Active Status
13

Select Pregnant from Pregnancy Status at Enrollment

This status should not be changed after enrollment. If the caregiver is pregnant, select "pregnant," even if they have born children.

Select Pregnant from Pregnancy Status at Enrollment
14

Click on Estimated Due Date

Click on Estimated Due Date
15

Select pregnancy result from drop-down list.

Select pregnancy result from drop-down list.
16

Select caregiver gender

Based off the gender in which the caregiver identifies. This is not based on home visitor observation.

Select caregiver gender
17

Select caregiver race

This is based on caregiver report. This is not based on home visitor observation.

Select caregiver race
18

Select caregiver ethnicity

This is based on caregiver report. This is not based on home visitor observation.

Select caregiver ethnicity
19

Select caregiver marital status

Select caregiver marital status
20

Select Caregiver Education at Enrollment.

This should not be changed after enrollment. The Caregiver Activity form provides a space for more specifics on caregiver education and changes to education can be made there.

Select Caregiver Education at Enrollment.
21

Enter Home Visitor First and Last Name

Enter Home Visitor First and Last Name
22

Select Funding Source

Please ask your Supervisor if you have questions on the funding source used.

Select Funding Source
23

Select program model from the drop-down list

Select program model from the drop-down list
24

Select county where caregiver receives home visiting services

Select county where caregiver receives home visiting services
25

Enter caregiver zip code

Enter caregiver zip code
26

Click Save to save the Caregiver Profile

Click Save to save the Caregiver Profile
27

A pop-up box will appear to direct you to other likely locations you may want to visit in DAISEY.

Click the 'X' in the top-right corner to dismiss the box.

A pop-up box will appear to direct you to other likely locations you may want to visit in DAISEY.
28

Click on Add Secondary Caregiver, if applicable

Click on Add Secondary Caregiver, if applicable
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