Caregiver Dashboard
All caregiver records
Update shared caregiver data
Upload an Excel worksheet with Client Case ID, Care Manager, and Supervisor columns to update client staffing. Optional columns: Care Manager ID, Supervisor Email, Supervisor ID. Use numeric Bolt client Case IDs. Choose the worksheet, review, then save for everyone. A caregiver directory with Name, Status, Bolt ID, Client Case IDs, and Supervisor is also supported. Staffing must be present in this file: omitted client links or supervisor fields are left blank, never filled from older reports.
Saving applies this worksheet for everyone. An assignment worksheet replaces the client staffing list; clients omitted from it show as unassigned. Client statuses and map availability are preserved.
Restore a previous caregiver report
Choose an uploaded report to restore caregiver data and linked staffing. Current client statuses and map availability stay in place.
Loading saved caregiver reports…
Sign in to restore previous reportsStatus pipeline
Select a status to view matching caregivers
HR assignment
Caregiver records by assigned HR agent
Caregiver records
0 records
Click a column heading to sort
| Caregiver | Caregiver group | Supervisor | Status | Date added | Days since added | Location | Cell phone | HR agent | Follow-up date | Checklist sections |
|---|
No caregiver records match these filters.