Description: In this topic, the user will learn how to enable caregiver rating emails on client profiles and view caregiver ratings. If the caregiver rating setting is enabled, all clients who receive hourly services can rate the service received for every punch entry, however, it is not a requirement. If caregiver rating emails are enabled, the client will receive an email after each punch inviting them to rate the service received. If not enabled, they will still be able to rate their service in the system. Caregiver rating is available in all DCI modalities.

*Please note: Caregiver ratings are an instance-level setting. Please submit a help desk ticket (Zendesk) to request the setting be enabled for the organization.

Role Required: Super User

Permission Required: N/A

Contents

View Caregiver Ratings by Client Profile

  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Clients on the submenu

  4. Use filters to search for a client and click Search

  5. Click anywhere in the row to view client details

  6. Scroll down and select the Entries tab

  7. View caregiver ratings in the Rating column (far right). Click the column header to sort entries by rating.

View Caregiver Ratings by Employee Profile

  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Use filters to search for an employee and click Search

  5. Click anywhere in the row to view employee details

  6. Scroll down and select the Caregiver Ratings tab

  7. View caregiver ratings. Click anywhere on a row to view comments and details.

Enable Caregiver Rating Email on a New Client Profile

  1. Log in to DCI

  2. Select Home from the main menu

  3. Select Clients from the submenu

  4. Click Actions

  5. Select Add New Client from the drop-down menu. Complete the form wizard.

    1. Complete the Basic Demographics tab

    2. Click Next

    3. Complete the Client Information tab

      1. Enable Caregiver Rating Emails (optional): If checked the client and/or guardian will receive emails after each punch entry to rate their experience with their caregiver. If not checked, the client will still be able to rate their service but will not receive emails after each punch entry.

    4. Click Next

    5. Complete the EVV Location tab

    6. Click Next

    7. Complete the Authentication Information tab

    8. Click Next

    9. Review client information

    10. Click Save to continue and Yes to confirm

Enable Caregiver Rating Email on an Existing Client Profile

  1. Log in to DCI

  2. Click Home on the main menu

  3. Click Clients on the submenu

  4. Use filters to search for a client and click Search

  5. Click anywhere in the client row to view client details

  6. Click Actions

  7. Select Edit Client from the drop-down menu

  8. On the Client Information tab:

    1. Enable Caregiver Rating Emails (optional): If checked the client and/or guardian will receive emails after each punch entry to rate their experience with their caregiver. If not checked, the client will still be able to rate their service but will not receive emails after each punch entry.

  9. Click Save and Yes to confirm