Caregiver Management Overview

AdminSchedulerSupervisorLeadership

Caregivers are the healthcare professionals -- Registered Nurses (RN), Licensed Practical Nurses (LPN), Certified Nursing Assistants (CNA), and other specialties -- who staff strike events through HCSS Events Platform. Caregiver records originate in BlueSky CRM and are imported into the platform automatically when they are associated with an event.

How Caregivers Enter the System

Caregiver data flows from BlueSky CRM into the platform through a scheduled synchronization process:

1. BlueSky CRM is the system of record for caregiver profiles, credentials, and contact information.
2. During an event setup, an administrator triggers a caregiver import that pulls eligible professionals from BlueSky into the event's candidate pool.
3. Once imported, the caregiver record persists in the platform across events, allowing historical tracking and quick re-assignment.

info

You cannot create caregiver records directly in the platform. All caregiver data must originate from BlueSky CRM. If a caregiver is missing, verify that their profile exists and is active in BlueSky.

The Caregiver List Page

Navigate to Caregivers in the left sidebar to access the caregiver list page. This page provides a centralized view of all caregivers who have been imported into the platform.

Key Features

Feature	Description
Search Bar	Search by caregiver name, BlueSky ID, email, or phone number. Results update as you type.
Quick Filters	Filter by status (Active, Inactive, DNR), specialty, or state of residence.
Column Sorting	Click any column header to sort ascending or descending.
Pagination	Navigate through results using page controls at the bottom of the table. Default page size is 25 rows.
Bulk Actions	Select multiple caregivers using checkboxes to perform bulk operations.

Caregiver List Columns

The default columns displayed on the caregiver list page are:

Column	Description
Name	Full name of the caregiver (last, first).
BlueSky ID	Unique identifier from BlueSky CRM.
Specialty	Primary clinical specialty (e.g., RN, LPN, CNA).
Status	Current status in the system: Active, Inactive, or DNR.
State	State of residence.
Phone	Primary contact phone number.
Email	Primary email address.
Last Event	The most recent event the caregiver participated in.

Searching for Caregivers

The search bar at the top of the caregiver list supports multiple search strategies:

1. Name search -- Enter a first name, last name, or both. The search is case-insensitive and supports partial matches.
2. BlueSky ID -- Enter the exact BlueSky ID to locate a specific caregiver.
3. Email or phone -- Useful when you have contact information but not the caregiver's name.

tip

If your search returns too many results, combine the search bar with quick filters. For example, search for "Johnson" and filter by specialty "RN" to narrow results.

Filtering Caregivers

Quick filters appear above the caregiver list and allow you to narrow results without typing a search query:

• Status Filter: Show only Active, Inactive, or DNR caregivers.
• Specialty Filter: Filter by one or more clinical specialties.
• State Filter: Filter by the caregiver's state of residence.
• Event Filter: Show caregivers associated with a specific event.

Filters can be combined. Active filters are displayed as chips below the filter bar, and each chip can be removed individually by clicking its close icon.

Role-Based Access

Different roles have different levels of access to caregiver data:

Role	View List	View Details	Edit	Export	Manage DNR
Admin	Yes	Yes	Yes	Yes	Yes
Scheduler	Yes	Yes	Limited	Yes	No
Supervisor	Yes	Yes	No	Yes	Yes
Leadership	Yes	Yes	No	No	No

Next Steps

• Viewing and Filtering Caregivers -- Detailed guide to using the caregiver list page.
• Caregiver Details -- Understanding the caregiver detail page.
• DNR Management -- Managing the Do Not Return list.
• Exporting Caregiver Data -- Exporting caregiver records.