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Setting Matching Requirements for a Member

Matching requirements are essential for first class care delivery - this article explains how to set them up for each Member

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Written by Rowan Hogan
Updated over a year ago

The Matching Requirements section of a membership is used to make sure that Care Workers (Helpers) have the right qualifications and clearances to work with that Member. This can be used for multiple purposes for example:

  • Aged care Members require Care Workers who have passed a basic background check

  • NDIS Members require Care Workers to have undertaken NDIS training and have extra requirements for police checks (e.g. Yellow Card in QLD).

  • Underage Members require Care Workers who have Working with Children checks.

Adding Matching Requirements

  • Go to the Member's profile page

  • To the right-hand side near the bottom is a section entitled 'Matching Requirements'

  • Click Edit

  • Tick the appropriate check off boxes from the list shown

Once these have been set, you will start to receive warnings if any Care Workers do not meet those requirements.

Finding an appropriate Care Worker

It is easy to search for a new Care Worker based on the requirements set for that Member.

  • Click on 'Find Helper' at the top of the Matching Requirements section on the Member profile page

  • The Care Workers available will be listed with a green tick or red cross against the requirement based on the pre-set requirements already entered for that Member

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