Adding Primary Caregiver Profiles

Adding Primary Caregiver Profiles

Caregiver profiles collect demographic information on a family’s primary caregiver that reflects their circumstances at enrollment. Each caregiver profile is designated as “primary” or “secondary”; secondary caregiver profiles may be entered for programmatic use, but will not be reflected in reports. In DAISEY, all adults and children in a family are connected through a single primary caregiver profile.

Note: Before you create a new profile, browse or search for the caregiver to see if a profile has already been created.
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“Search Caregiver” grid

To add a new primary caregiver profile:

  1. Click “Family Profiles” in the left navigation menu.
  2. Click “Search Caregiver”.
  3. Near the top-right corner of the search grid, click “Add Caregiver” button.
  4. A blank caregiver profile form appears. Note that an organization’s caregiver profile may contain different questions from those shown in the screenshot below.
  5. Fill in all information collected on the caregiver.
  6. Mandatory fields are marked with an asterisk (*) and must be filled in in order to save the caregiver profile. Please note that each organization may have data collection requirements above and beyond those mandatory fields.
  7. Once all information is entered, click “Save” near the bottom of the page. An alert box will pop up that reads: “Successfully saved caregiver with ID” followed by the automatically generated caregiver ID.
  8. This alert will also allow you to continue your workflow in adding family activity forms, additional caregivers, or children. By choosing one of the three options, “Family Activities”, “Search Caregiver Grid”, or “Search Child Grid” you will be taken to the corresponding areas in DAISEY.

Do not allow a caregiver to fill out this form directly in DAISEY unless safety mode is enabled for that form. For more information, see Safety Mode Feature.

Sample “Add Caregiver” form

Sample “Add Caregiver” form