How do I add Required Docs?

"My Company requires that caregivers must have an annual Physical. How do I add Required Docs for my Caregivers?" The Required Docs tab is a place for you to create a list of licenses, credentials, employment documents, and other documents required by the JC, your company, and/or your clients.

How to add Required Docs:

1. Click Admin > Setup > Required Docs.


2. You'll see a pre-populated list of Required Docs. You can edit any docs on this list, add docs to the list, and inactivate any docs. Bluesky has many of the "Joint Commission" requirements populated for you.

3. To edit docs on this list,click on the name of a required doc:

 

  • Enter the Name of the doc.
  • Select a Status of Active or Inactive.
  • If the doc is required by either the JC or your Company, check this box.
  • If Issue and Expiration dates are required, check these boxes. ***Expiration dates are required for your system to include this doc in its daily searches for expiring/expired docs.***
  • If the doc is not required by the JC or your company, but is required by one of your clients, check Facility/Unit Level Requirement.
  • Click OK. 
4. To add a new doc, click New Req Doc:


  • Enter the Name of the doc.
  • Select a Type for this doc (Medical Records, Professional Credentials, Background Checks, Employment Financial Documents).
  • Select a Status of Active or Inactive.
  • Check Issue and/or Expiration Dates, if applicable.
  • Check either JC/Company Required and/or Facility/Unit Level Requirement.
  • Click OK.

5. Repeat for other required docs.


** Checking Issue or Expired date check boxes will toggle those date boxes on or off in the caregiver profile beside that line item document. If Expired is not checked then the document will never expire thus automatic notifications about that document expiring will not be generated.

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