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  • View own profile and calendar from main screen.
  • Current Notices (icon on main screen).
  • Messaging to office (if enabled on Mobile Security profile)
  • Add new people to the system.
  • Find/view/edit a person's profile and attached items, including:
    • Name
    • Address
    • Category
    • Gender
    • Take profile picture using your devices camera
    • Relationships:
      • Individuals
      • Emergency Contacts
      • Organization
    • Status
    • Communication items (phone, email, etc.)
    • Notes and Office Notes
    • LanguagesIntake Information
    • Home Health Evaluation
    • Care Plan
    • Characterstics
    • Classifications
    • Skills
    • Pop-Up Alerts
    • Preferred Districts (ParticipantCaregiver)
    • Referral (read only)
    • Note: SIN SSN or Date of Birth are NOT visible anywhere in the app for additional security/privacy.
  • Calendars
    • Month view, week view, day view
    • View, add and edit schedules, tasks, appointments, case notes
    • Edit:
      • Choose Job Detail Authorization (Schedule)
      • Scheduled time/hours
      • Category (Tasks, Appointments, Case NotesDocumented Events)
      • Extra Information (Tasks, Appointments, Case NotesDocumented Events)
      • Location (Based on primary person)
      • Status (Open, Cancelled, Office Alert, Complete)
    • Use Participant Caregiver Suggestion on schedules
    • View map/directions for selected schedule
    • Add/Edit/Delete event attached items:
      • Notes
      • Case Notes Documented Events (Attach to Schedule)
      • Attributes
    • READ-ONLY
      • Notices

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CAREGIVER LOGIN

  • View own profile (read-only)
  • View own calendar and schedules (read-only)
  • Cannot view employer client or other participantscaregivers' profiles.
  • Messaging to office (if enabled on Mobile Security profile)

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CLIENT LOGIN

  • View own profile (read-only)
  • View own calendar and schedules (read-only)
  • Cannot view employers' caregiver or other participantsclients' profiles.
  • Messaging to office (if enabled on Mobile Security profile)