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  • View own profile and calendar from main screen.
  • Schedule clock-in status Current Notices (icon on main screen).
  • Schedule Clock In Status (icon on main screen shows count of caregiver no clock - ins).
  • Current Notices (icon on main screen).
  • Messaging Messaging to office (if enabled on Mobile Security profile).
  • Add new people to the system.
  • Find/view/add/edit a person or organization's profile and attached items, including:
    • Name
    • Address
    • Category
    • Gender
    • Take profile picture using your devices cameraCapture Client Signature
    • Capture Client GPS Locationlocation
    • Relationships:
      • Individuals
      • Emergency Contacts
      • Organization
      • Caregiver Compatibility (Client)
      • Possible Payers (Client)
    • Status
    • Communication items (phone, email, etc.)
    • Notes and Office Notes
    • Languages
    • Classifications
    • Characteristics
    • Extra Information
    • Required Dates
    • Languages
    • Home/Health Evaluation (Client)Duties to Perform (Client)
    • Care Plan Notes
    • Medication (Client)Care Plan Notes (Client)
    • Certifications
    • Characterstics
    • Classifications
    • Skills
    • Pop-Up Alerts
    • Preferred Districts (Caregiver)
    • Referral (read only)
    • Note: 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, documented eventscase notes
    • Edit:
      • Choose Authorization (Schedule)
      • Scheduled time/hours
      • Category (Tasks, Appointments, Documented Events)
      • Extra Information (Tasks, Appointments, Documented Events)
      • Client/Primary Person
      • Location (Based on primary person)Caregiver/Other People
      • Rank
      • Status (Open, Cancelled, Office Alert, Complete)
    • Use Caregiver Suggestion on schedules
    • View map/directions for selected schedule
    • Add/Edit/Delete event attached items:
      • Notes
      • Documented Events (Attach to Schedule)
      • Attributes
      • Tasks to Perform (View view only, based on Auth/Client Duties to Perform)
      • Tasks Performed
      • Care Notes
    • READ-ONLY
      • Notices
      • Pending Caregivers
      • Extra Charges

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  • View own profile (read-only)
  • View own calendar and schedules (read-only)
    • Ability to clock in and record time using the app - verified with GPS (must be enabled by the office from Companion)
    • Ability to add Tasks Performed to schedules.
    • Ability to add Care Notes to schedules.
    • Ability to capture Client’s signature to verify tasks performed
  • Cannot view client or other caregivers' profiles.
  • Messaging to office (if enabled on Mobile Security profile)

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