Credentials

Adding Credentials

In order to keep track of your Caregivers' Credentials and other requirements that have expirations, you must first configure the list of Credentials that you want to track. This list will then appear on each Caregiver's Credentials tab, where you can indicate when they were last updated and when they expire. From the main Rosemark screen, in the File menu, select Configuration, Credentials.

Figure 217: Configuring Credentials

Click on Add to put a new one in the list. You will be prompted for the name; fill  it in and click OK. Typical credentials that you may want to track include TB and other health tests, nursing and other licensing, drivers licenses and insurance, in-services, etc.

Figure 218: Adding a Credential to the list

Renaming and Deleting Credentials

You can add as many entries as you want to the list. You can rename or delete entries in the list as well. When you rename one, it will be updated automatically on all Caregiver forms.

When you go to delete one from the list, Rosemark will check to see if you have Caregivers with dates or comments in that Credential. If so, it will first warn you, telling you have have a certain number of Caregivers who are using it.

IMPORTANT: If you answer "yes", that Credential will be removed from ALL Caregiver forms, along with any dates that used to belong to it.

Figure 219: Deleting a Credential from the list. BE CAREFUL!