To access the client’s profile:
Click Clients in the left menu
Search for the client and click Profile
Each tab on the client profile plays a specific role in enabling documentation, care tracking, and reporting.
Dashboard
The dashboard gives an overview of the goals, ratings, medications, and incidents for a client. Each section can be filtered by date range. The sections include:
Goal progress & Caregiving rating: track the days goals were logged and caregiver rating
Meds Administration: track the days of administration, refusals, and missed days
Incidents: track and analyze incidents by type or staff
Insights: utilize an AI assistant to analyze goal progress
Basic Info
The Basic Info section is the first information DSPs will see in the mobile app before working with a client. Before a DSP works with a client for the first time, it's been more than 30 days, or any of this information has been updated, the DSP has to acknowledge this information.
The best practice is to add anything you would like your caregivers to know about the client. Keep it clear and concise. If a field is not relevant to your agency or client, leave it blank. This section includes:
General Information
Health: include relevant medical details
About: help staff get to know the individual (e.g., interests, routines, communication preferences)
Support: provide guidance on how to best support the client (e.g., preferred calming techniques, behavior triggers)
Custom Fields: add any additional information. These fields are created and customized in Feature Settings
Geofence Addresses: add addresses associated with the client
To add custom fields:
Click on the dropdown arrow in the top-left corner
Click Feature Settings
Click the Custom Fields tile
Click Manage in the Client Profile tile
Click + Add Field
Client Plans
The Client Plans section is for admins to add and update plans and goals for each client. The DSP will be able to see this information during their shift or after a completed shift. This section includes:
Behavior Plans: create Behavior Plans for the client and describe how to follow them
Human Rights: document any Human Rights Restrictions (e.g., water consumption limits) to inform DSPs of safety considerations and compliance
Goals: add each goal that DSPs should track (e.g., daily living stills, communication efforts, etc)
Forms: attach forms to clients for shift documentation (e.g., incident forms, toileting logs, transportation forms). Forms are fully customizable. When these forms are completed during the shift, they are tied to that client
Notes: use for shift notes or client-specific admin notes. Notes are focused on internal documentation or compliance tracking. They can be applied to all clients or customized per client
See Customizing Client Plans for more detailed information.
Important: If goals, forms, and notes are not added and assigned to the client plan, DSPs will not be able to log any information during their shift.
Budget
Each client needs to have an active budget in order for DSPs to run a service.
To add a budget:
Click Create Budget +
Fill in the required fields:
Service Code (i.e. billing code)
Payer (i.e. entity billed for services)
Available Units
Rate: default rate populates once Service Code is selected, but rate can be individually changed on the client level
Start Date and End Date
Reference ID (e.g. Authorization number, PCP number, or another state identifier)
Restrictions (if any)
Click Save
Important: The client needs an available budget in order for the DSP to clock in and start a service for the client.
Medications
Add all medications, dosages, and administration instructions for the client. If medications are not added in this section, the DSP won’t be able to view or record medication administrations or refusals during their shift.
To add a new medication:
Click Create Medication +
Fill in the required fields:
Select the Medication Type
Add the Medication name
Add the Dosage
Add the Specified Route (how the medication is taken, i.e., oral, injection, etc)
Add a Description (if desired)
Add any Side Effects
Upload any images (up to 4)
Toggle on “Time varies daily” to send medication reminders to the caregiver. Select the dates and times to push out the reminders. These push notifications alert the DSP when logged into the app.
Click Save
Medication types are typically created during onboarding. Additional medication types can be added by going to Medications in Feature Settings. See Account Overview: Medications.
Charting
View all shift notes submitted by the DSPs and document any additional information. This section includes:
Notes: view or add any shift notes
Goals: view or log goal progress
Medications: view or log any medication administrations or refusals during the shift
Forms: view or complete any assigned forms
Incidents: view or log any incidents during the shift
In addition to viewing the charting history, the charting can also be exported.
Click on the tab you want to export (Notes, Goals, Medications, Forms, or Incidents)
Select the timeframe
Filter down the table further if desired
Check the box next to each note you want to export (check the box in the top left corner of the table to select all)
Click the Export button in the top right corner
Edit any headers if desired
Click Export Records
Documents
Upload documentation tied to the client (e.g., care plans, assessments, consent forms). These stay on the client’s record for future reference.
To upload a new document:
Click New Doc +
Click Upload Document
Click Choose File and select the document
Add a File Name
Add an Expiration Date. Documents nearing expiration (i.e. CPR or other certifications) will appear in the Expiring Documents section on the Home Page
Set the Status
Check Visible to Caregivers if you want DSPs to view this document
This section can also be used to generate progress reports specific for that client:
Click New Doc +
Click Generate Document
Select the date range
Select which to generate: Budget Info, Billing Records, and Charting
Toggle on Group by shift if desired
Click Generate Report
Contacts
Add any contacts associated with the client (family members, emergency contacts, guardians, support coordinators, case managers, health professionals, etc).
Caregivers
Add any caregivers that work with the client.
Training Logs
Logs when a caregiver acknowledges the reading and understanding of a client’s Basic Information (for Person Specific Training). This is done by the DSP before their first shift with a client, if it’s been more than 30 days since working with a client, or Basic Info has been updated by the admin team.
Admin Notes
Admins can add notes specific to the client only visible to those with full and admin access.
Settings
Use this tab to archive a client or resync EVV data.
Best Practices
Keep profiles updated
After onboarding, it's up to your agency to regularly review and update client records—especially medications, goals, and forms—to ensure accurate care and compliance.
For questions on client profiles:
Contact your Customer Success Manager
Or email: [email protected]