Once you have integrated your CareAcademy and Smartcare accounts, you can start adding caregivers to CareAcademy via your Smartcare dashboard.
In this article:
- How to Add a Caregiver from Smartcare into CareAcademy Individually
- How to Add Caregivers from Smartcare into CareAcademy in Bulk
- Important Note: This is currently only available when setting up a free trial account.
- How to Enable Future Caregivers to be Added into CareAcademy Automatically
Not yet integrated? Take a look at our article on how to integrate your CareAcademy and Smartcare accounts OR learn how to start your free trial here.
What does the integration between CareAcademy and Smartcare do?
Organizations that integrate their CareAcademy and Smartcare accounts can take advantage of the following features:
- Administrators can activate caregivers in CareAcademy directly from their Smartcare account individually.
- Note: If starting a free trial, there is an option to bulk activate all caregivers upon free trial creation.
- Administrators can see whether a caregiver is active or deactivated in CareAcademy directly from their Smartcare account.
- Administrators can update caregiver profile information in Smartcare (name, email, phone number, hire date) that will sync to CareAcademy.
- Administrators and caregivers can log in to CareAcademy via their Smartcare account (single sign-on).
- Administrators can see individual CareAcademy classes that have been completed by caregivers via a compliance report updated daily in their Smartcare account.
Our team is continuing to build additional integration features and will expand this list as new features are released.
How to Add a Caregiver from Smartcare into CareAcademy Individually:
Step 1: Once logged into the Smartcare account, press Menu on the upper right corner.
Step 2: From the Menu, press the Staff option.
Step 3: Click Staff Management.
Step 4: Locate and click on the profile of the caregiver you wish to activate in CareAcademy.
Step 5: Scroll down and click on the section titled CareAcademy.
Step 6: Here, you can see if a caregiver has been activated into CareAcademy. If they have not been activated, press Send now to add them to the CareAcademy dashboard.
Note: When activating a caregiver through Smartcare, they will automatically be placed into initial training. In order to deactivate a caregiver, please visit this article.
How to Add a Caregiver from Smartcare into CareAcademy in Bulk:
Important Note: This is currently only available when setting up a free trial account. Please note the steps will create a free trial and the option to bulk activate will only be available during this time.
To add a caregiver from Smartcare into CareAcademy in bulk, please visit this article to create your free trial account. Step 7 shows the option to bulk activate caregivers.
How to Enable Future Caregivers to be Added into CareAcademy Automatically:
From the Menu, navigate to Settings. Under the CareAcademy setting, you will have the option to enable future caregivers to be added into CareAcademy automatically upon registration in Smartcare. This can be changed at any time by checking/unchecking the box and pressing the Save Setting option.