Custom Matching Criteria

Want to add custom matching criteria to your SMARTcare system to further your matching of caregivers to clients? Follow the steps below:

1. Using the Menu dropdown, click on Clients > Custom Matching Criteria.

2. Once you are in the Custom Matching Criteria page, click on the  icon to add a new criteria.

3. Add the criteria description and weight. The weight is how important it is when matching the client to the staff. "1" is the most important.

4. Once you have saved the criteria, it needs to be associated with the client and staff member.

5. To add these matching criteria, you will do the same for both the staff profile and client profile. Go into Staff/Client Management and open up the staff/client profile.

6. Under priority information, where you would input a staff/client tag, you will see the field Matching Criteria.

7. In this field you can multi-select any active criteria that apply. The page will automatically save.

NOTE: Now when you are getting recommendations for an open shift, these matching criteria will play a part in the compatibility percentage.

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