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Caregiver matching: recommendations and asking Looper

How Careswitch recommends the best caregiver for a shift, what it weighs, and how to ask Looper your own caregiver questions.

When a shift needs a caregiver, you don't have to scroll through your whole roster. Careswitch can recommend the best fit for a specific shift, and you can also just ask Looper your own questions about who's available.

Recommend the best caregiver for a shift

Open an unassigned shift → Configure AssignmentRecommend with Assistant. Looper looks across your caregivers, surfaces the strongest matches, and picks one to fill in.

It weighs several things, roughly in this order of importance:

  • Distance from the client.

  • Availability — scheduling conflicts and past declines count against a caregiver.

  • Qualifications and certifications.

  • Language match with the client.

  • Connection to the client — preferred and primary caregivers are boosted, excluded ones are penalized.

  • Profile completeness.

It also shows its reasoning — conflicting shifts, overtime risk, distance — so you can sanity-check before assigning. A caregiver with no active qualifications is flagged for manual review rather than auto-suggested.

Matching criteria: teach Careswitch who fits

Recommendations get sharper when you fill in matching criteria — optional profile fields on both clients and caregivers:

  • On a caregiver: availability, specialized care skills, experience, driving and equipment, and preferences (the Matching Criteria tab on their profile).

  • On a client: care needs, household details like pets and smoking, and caregiver preferences such as gender or communication style (the Matching Criteria tab on their profile).

These are soft signals that inform the ranking — not hard filters — so a strong match won't be hidden just because one field doesn't line up. You can also mark caregivers as preferred, backup, or excluded for a client on the Connections tab to steer recommendations.

Ask Looper directly

For anything outside a single shift, just ask Looper in the Assistant panel — for example:

  • "Which caregivers have dementia care experience?"

  • "Who's available Saturday morning near this client?"

Looper can search your people and their profiles to answer, and can rank caregivers by driving distance and time from an address.

FAQ

Are matching criteria hard filters?

No — they're soft signals that influence ranking. A caregiver is never automatically hidden for a single mismatch (an explicit "excluded" connection is penalized, not blocked).

What if nothing matches well?

You'll still get the best available options. From there you can broaden your search, relax a preference, or post the shift as an open shift for caregivers to claim.

Does it consider pay and overtime?

It surfaces overtime risk so you're aware, but it doesn't rank purely on cost. The pay rate is set on the assignment itself.

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