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Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. 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. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Reading and changing the calendar view Choose how much of a person's calendar you see, what it shows, and how to read each shift. 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. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. 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. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. Approving times Set the approved start and end, miles and expenses for shifts, one at a time or many at once. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Build schedules first, share them after Why a shift is not shown to the caregiver or client until you share it, why confirming is separate, and a weekly rhythm that uses both.