Overview: Feature Settings and Preferences

The settings configured here apply across the entire agency. Click each card to adjust and manage individual features.

Create and manage groups to simplify scheduling and assignments.

Create groups that include any combination of staff members and clients to schedule shifts more efficiently, rather than adding individuals one at a time. For more information, see Creating and Scheduling Groups.

Configure clock-in rules, shift requirements, and scheduling preferences.

After enabling any of these features, the setting also has to be turned on for each caregiver in their profile. To enable: Go to the caregiver's profile, click Settings, and enable the corresponding setting. This allows for agencies to control which functionalities are available for each caregiver.

After enabling this feature, the setting also has to be turned on for each caregiver in their profile. To enable: Go to the caregiver's profile, click Settings, and enable Shift Requests. This allows for agencies to control which caregivers are able to submit requests. See Managing Time Change/Shift Edit Requests for details on viewing and approving shift request.

Create and manage shift notes that caregivers can complete during or after their shift to support accurate, consistent, and compliant documentation. This helps ensure your agency captures required information in a standardized way.

For steps on how to create and assign notes, see Creating and Managing Notes.

Configure transportation settings for your organization.

Set up location boundaries and tracking parameters for clock-in verification.

See Setting Up Geofencing for more details.

Customize report requirements, templates, and submission rules.

Access is configured separately for each client plan section, including Notes, Goals, Medications, Forms, Transportation, Incident Reports, and the Client Profile. Click Edit next to a section to define what caregivers can access and how long access is available after the shift ends.

Note: After enabling this feature, the setting also has to be turned on for each caregiver in their profile. To enable: Go to the caregiver's profile, click Settings, and enable Advanced Charting Access.

Define incident types, reporting workflows, and notification preferences.

Manage who gets emails when an incident occurs. Click Manage and add the emails of those who want to receive a notification.

When a DSP submits an incident report, all emails will receive the notification from [email protected]. The title of the email will be the date and time the report was submitted and the body of the email will be the entire report.

Incident Reports will also be available in the Reports section of the Dashboard, on the individual shift, and in the client profile. See Incident Reports for more details.

Add incident types to collect information from DSPs as they submit incident reports.

Incident types are customizable questionnaires or form templates that determine which questions a DSP must complete each time they submit an incident report. They help ensure documentation aligns with state requirements, compliance standards, and internal workflows.

For steps on how to add an incident type, see Creating Incident Types.

Configure medication tracking, reminders and administration protocols.

Add medication types to collect information from DSPs during medication administration on their shifts.

Medication types are customizable questionnaires or form templates that determine which questions a DSP must complete each time they administer, or attempt to administer, medication to a client. They help ensure documentation aligns with agency requirements, compliance standards, and internal workflows.

For steps on how to add a medication type, see Creating Medication Types.

For steps on how to add medications to a client's profile, see Managing Medications in the Client Profile.

Configure goal tracking, field types, and preferences.

Add goal types to collect information from DSPs as they track and log goal progress. Goal types are customizable questionnaires or form templates that determine which questions a DSP must complete each time they log a goal activity. They help ensure documentation align with agency requirements, compliance standards, and internal workflows.

For steps on how to add a goal type, see Creating Goal Types.

For steps on how to add goals to a client's plan, see Customizing Client Plans: Adding Goals.

Set up Electronic Visit Verification compliance settings and requirements.

Manage privacy policies, terms of service, and compliance documents.

To add or edit the Privacy Policy:

The Privacy Policy will be available in the mobile app under Settings for staff members to view.

To add or edit the Terms and Conditions:

The Terms and Conditions will be available in the mobile app under Settings for staff members to view.

To add a FAQ:

The FAQs will be available in the mobile app under Settings for staff members to view.

You can edit, move, or delete a FAQ at any time by clicking the three dots next to the FAQ.

Adjust any client or budget settings.

Create and add custom fields to the client, caregiver, and agency profiles.

Custom fields allow your agency to capture information that is not included in the system's standard fields. Because every organization has unique documentation, compliance, and operational needs, custom fields provide a flexible way to store information that is important to your agency.

For information on how to create and manage custom fields, see Creating and Managing Custom Fields.

For questions about feature settings: