NOTE: This article's instructions are for customers with our legacy admin experience. If you are interested in moving into the new admin experience early, please contact customer support. For instructions on how to achieve this in our new admin experience, please visit [this link].
Caregiver groups are not included in the Starter/Basic package.
For more information on packages that include caregiver groups, contact our Customer Support team.
Each CareAcademy dashboard is set up with a single default group: "Non-medical Caregivers." This is the caregiver group that will automatically populate in the "Caregiver Group" section when adding a new caregiver.
It is possible to create as many groups as you like, but only one group can be designated as the "default" group.
Step 1: Select the "Groups" tab. Upon selection, you'll view the caregiver groups that have already been created, as well as the members of each group.
Step 2: Select the "Add Group" button.
Step 3: Enter the desired group name. Select the "Create" button when you are finished.
Step 4: Upon selection, the group will appear among your previously created groups.