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- View own profile and calendar from main screen.
- Current Notices (icon on main screen).
- Schedule Clock In Status (icon on main screen shows count of caregiver no clock ins)
- 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 camera
- Capture Client GPS location
- Relationships:
- Individuals
- Emergency Contacts
- Organization
- Possible Payers (Client)
- Status
- Communication items (phone, email, etc.)
- Notes and Office Notes
- Required Dates
- LanguagesIntake Information
- Home/Health Evaluation
- Care Plan Notes
- Medication (Client)
- Certifications
- 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
- Tasks to Perform (view only, based on Auth/Client Duties to Perform)
- Care Notes
- READ-ONLY
- Notices
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- Pending Caregivers
- Extra Charges
CAREGIVER LOGIN
- 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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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)