# Caregiver Applicant Screening Scorecard

Use this during the first phone screen before moving an applicant to references, onboarding, or interview scheduling.

## Applicant details

- Applicant name:
- Phone/email:
- City:
- Preferred work area:
- Date received:
- Source:
- Screening owner:

## Eight first-call questions

Score each item from 0–2.

0 = not a fit / unclear  
1 = possible fit / needs follow-up  
2 = strong fit / ready to advance

| Area | Question | Score | Notes |
|---|---|---:|---|
| Availability | What days and times can you reliably work? | | |
| Shift fit | Are you open to short shifts, long shifts, weekends, or live-in work? | | |
| Experience | What types of clients have you supported before? | | |
| Personal care | Are you comfortable with bathing, grooming, transfers, toileting, or memory care support? | | |
| Reliability | Tell me about a time you had to handle a schedule change or urgent client need. | | |
| Transportation | Do you have reliable transportation to client homes? | | |
| Communication | How quickly do you respond to calls, texts, or app messages from the office? | | |
| Documentation readiness | Are you able to complete required onboarding documents and background checks promptly? | | |

## Screening outcome

Total score:

- 0–6: Do not advance unless a specific need fits.
- 7–11: Keep warm; clarify availability or experience gaps.
- 12–16: Advance to references/interview/onboarding.

## Red flags to note

- Unclear availability.
- Cannot describe prior care experience.
- Avoids personal care questions.
- No reliable transportation for the service area.
- Slow communication during screening.
- Cannot commit to onboarding timeline.

## Next step

- Stage: New / Screening / References / Ready / Hold / Not moving forward
- Owner:
- Next action:
- Due date: