How can we help?

A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. Filling in a form for a client or caregiver Start a form from a person's Forms tab, fill it in over time or walk through it with them, and submit it. Emailing a copy and printing a form Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail. Taking an inquiry call Record a call about care, check whether the caller or the person needing care is already on file, and book a follow-up. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor.