Skills Matching allows you to automate some of the job of choosing Caregivers and Clients who will "fit" each other.
- The Skills matching feature will narrow down the choices of who can be assigned to a shift based on what Skills are required for the Service compared to what Skills caregivers have.
- If you try to assign a caregiver who does not have the required Skills, you will be warned about the problem before you can assign them.
- Since Skills Matching is based off of the Skills feature, you should make sure you've read through the Skills & Tasks Configuration section and properly setup skills for both clients and services so that you can make use of Skills Matching.
Here is an overview of setting up and using Skills Matching in Rosemark.
1) Configure Skills: Add Categories and Skills in the Skills Configuration form (File->Configuration->Skills).
2) Setup Caregiver Skills: On each Active Caregiver, indicate which of the Skills they can perform (Caregiver profile, Skills button).
3) Setup Service Skills: For each Client's Service, indicate which Skills are required for assignment (Client profile, View button [next to Services list], Service form, Skills button).
4) Find Caregivers whose Skills match the Client's:
The Add Available button will only include Caregivers who match. If you add a Caregiver directly and they're not a match, you'll see they have no red potential Shifts to assign them.
If you override availability (Possibly Available checkbox) and try to assign a Caregiver who doesn't have one or more Skills that the Service needs, you'll be warned and given the opportunity to override or cancel.
- To configure Skills so that they may be used for Skills Matching, first go to the Skills Configuration from File->Configuration->Skills.
- Here decide whether you want the Skills on any service to be required by default or not.
- By checking the checkbox that says "Skills on service are required for caregiver matching by default", Skills associated with any service will, by default, be required for assignment to that service.
Figure: Skills Matching Default
**Note: you can also adjust what is required for a service on a more individual basis in the Skills for Service form of any service. The main distinction is whether you are primarily using Skills for Care Plans or Matching (or both). If you primarily use them for Care Plans, it's best to leave this un-checked. If you primarily use them for Matching, leave it checked.
- To setup each Caregiver's Skills, select the desired Caregiver from the Caregivers List form and click on the Skills button on the Summary tab.
**Note: the Skills button will show a count of the number of Skills selected. This helps you gauge at a glance whether Skills have been setup or not. This is also true of the Skills button on Service forms.
Figure: Skills button on Caregiver profile
- Click the checkboxes of any skills you want to be listed for this caregiver. You can also check entire Categories and Subcategories.
- When an entire Category is checked there will be a check mark in the corresponding checkbox as usual. When some, but not all, of the items in a Category are checked there will be a grey square in the Category's checkbox instead of a check mark.
**Note: Some skills have a set of empty brackets next to them. These are skills that have been configured for Care Plans and you can reduce the list of Skills to only include these by clicking the Show Only CP Skills  checkbox.
- You can also click the Show Only Selected checkbox to display only the skills that have been checked.
- Once you're satisfied just click Apply, or if you don't want to keep the changes you've made, you can go back to the last point you clicked Apply by clicking Revert.
- From any list of Caregivers, you can export each Caregiver's list of skills.
- Go to File > Export Skills to spreadsheet.
- This will put the Caregivers' various Skills into a spreadsheet format (skills.csv, by default), with one line per Caregiver/Skill. This means that you will have many lines for each Caregiver.
Figure: Export Caregiver Skills to a Spreadsheet
- Go to the Active Client List from the Clients menu.
- Select the desired Client, if they have more than one service make sure the correct service is selected and click the View Service button. Then click the Skills button.
Figure: Setting service skills
Skills Configuration for Individual Services
- If you select one of the checked Skills, configuration options become available under the Skills list.
- For Skills Matching Required for caregiver matching checkbox. This box will start out containing a green square, indicating that the Skill is set to default.
- You can also see if a Skill is set to default by the symbol right next to it- a black dot or an exclamation point -will be surrounded by red parentheses.
- An exclamation point indicates that the Skill is required for the service.
- A dot indicates that the skill is NOT required for the service.
- If the red parentheses are surrounding an exclamation point, you'll know that the default is for any associated Skills in the service to be required (To adjust the default, see Configuring Skills for Matching above).
- To override the default, click the checkbox and the green square will disappear leaving the box empty.
- At this point the Skill is NOT required for the Service. If you click it once more the box will contain a check mark.
- When the box is checked the Skill IS required for the service, regardless of the default settings.
- Once you're satisfied just click Apply, or if you don't want to keep the changes you've made, click Revert.
- You can also change whether a Skill is needed or not by clicking directly on the status icon (Exclamation Point or Dot) to toggle them. Here is a zoomed-in shot explaining what the different icons mean.
Figure: Understanding the Skills configuration icons
Skills Matching on the Planner
- When you are on a Planner with Open Shifts, clicking on Add Available will put everyone who could take the Shift on the Planner.
- This takes into account Caregiver Availability, Service Types worked, and Skills matching. If a Service indicates the need for a particular Skill, only those with that Skill will appear.
- If that still does not yield enough choices, you can override these limits by clicking on the Possibly Available checkbox.
- When you do so, the Add Available button will change to Add Possibly Available. Add Possibly Available will ignore Caregiver Availability, Skills and Service Types worked.
**Note: it will NOT override Assigned Shifts.
- If you try to assign someone who does not have the required Skills, you will get a warning that lets you either cancel or assign it anyway.
Figure: Caregiver is missing some Skills, assign anyway?
Here are some ideas you can use to get you started:
- If you cover a wide geographic area, it may be important to indicate what region a Caregiver can cover.
- By adding these "regions" to the list of Skills, you can indicate which region a Client is in and find Caregivers who are nearby.
Figure: Creative Skills Matching - Location
- A non-smoking Client could require a non-smoking Caregiver.
- A Client with a cat allergy could require a Caregiver without cats.
- A Client who is difficult to please might be won over by Caregivers who share an interest in a hobby.
- A Client who is strongly religious might do better with a Caregiver who shares their beliefs.