Clients and caregivers

Adding people, their profiles, contacts and assignments, and the files and notes kept with them.

Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. 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. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. 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. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved.