How can we help?

Your account, agencies and theme Open your user menu to manage your account, switch between agencies, change the light or dark theme, and log out. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. 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. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. 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. 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. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule.