Accessing the client profile
Click Clients in the left menu
Search for the client and select Profile
Each tab on the client profile plays a specific role in enabling documentation, care tracking, and reporting.
Shifts
The client's shifts can also be accessed from the Clients section.
Click Clients in the left menu
Search for the client and select Shifts
This will display all shifts for that client in list view. Use the Filter by Status dropdown or the search bar to locate shifts by caregiver.
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: Monitor goal activity, caregiver ratings, rating trends over time, and activities completed during the shift.
Meds Administration: Monitor the status of medication administrations, track administrations over time, and see any refused or missed doses.
Incidents: Monitor and analyze incidents over time, view incidents by type, and review all unverified incidents.
Insights: Utilize an AI assistant to analyze goal progress and generate custom charts.
All data and charts are available for export.
Basic Info
The Basic Info section is the first information DSPs see in the mobile app before working with a client. A DSP must acknowledge this information before clocking in if it's their first time working with the client, more than 30 days have passed since their last shift with the client, or any of the information has been updated.
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: Add demographic details. DSPs will only see the Name, Date of Birth, Gender, Height, Weight, Address, and Languages.
Health: Include relevant medical information to keep DSPs informed.
About: Share details to help staff get to know the client (e.g., interests, dislikes, routines, and 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 relevant for DSPs using fields created and customized in Feature Settings.
Geofence Addresses: Add addresses associated with the client.
To add custom fields in Feature Settings:
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 allows admins to add and update plans, goals, and shift documentation for each client. DSPs can view this information during a shift or after it's completed. This section includes:
Behavior Plans: Create Behavior Plans for the client and outline how they should be implemented.
Human Rights: Record any Human Rights restrictions (e.g., water consumption limits) to ensure DSPs are aware of safety and compliance considerations.
Goals: Add goals for DSPs to track (e.g., daily living stills, communication efforts, etc).
Forms: Attach forms for shift documentation (e.g., incident forms, toileting logs, transportation forms). Forms are fully customizable and linked to the client when completed during a shift.
Notes: Create notes for DSPs to complete during their shifts. Notes help with internal documentation and compliance tracking.
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
The Budget section displays all of the services the client has been approved to receive. For each service, it shows the coverage period (span dates), the rate, and the total allocated units. Each client must have an active budget in order for DSPs to run a service.
Hover over a budget and click Details to view additional information. If Restrictions have been set up, this page will also display the remaining monthly, weekly, and daily units.
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**
Start Date and End Date
Reference ID (e.g. Authorization number, PCP number, or another state identifier)
Restrictions
Click Save
**The default rate populates once Service Code is selected, but the rate can be manually changed on the client level.
Important: The client needs an available budget in order for the DSP to clock in and start a service for the client.
Restrictions
Restrictions act as guardrails for each client's budget. Admins can set a Monthly, Weekly, and/or Daily maximum. Once these limits are in place, the system will check budget availability whenever a DSP attempts to start a service.
DSPs receive notifications when the client is close to their budget limit:
31% budget remaining
15% budget remaining
10% budget remaining
Client has run out of budget
If no action is taken, services will automatically end once the budget is depleted. After the limit is reached, DSPs are unable to select those services.
This process ensures compliance with state regulations, prevents overbilling, and provides clear visibility into remaining funds.
Medications
Enter all medications, dosages, and administration instructions for the client. If medications are not added in this section, DSPs will be unable to view or document medication administrations or refusals during their shift. The Meds section in the mobile app functions as the client's eMAR, allowing DSPs to track and record all medication activity electronically.
To add a new medication:
Click Create Medication +
Fill in the required fields:
Medication Type**
Medication name
Dosage
Specified Route (how the medication is taken: oral, injection, etc)
Description
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 customizable questionnaires to collect additional details specific to the medication. They are typically created during onboarding, but additional medication types can be created by going to Medications in Feature Settings. See Account Overview: Medications.
Note: Add images to medications so DSPs can easily identify pills and view prescription details, instructions, and other important information.
Charting
Review all shift documentation submitted by DSPs and add any additional notes. All information can be filtered by date range or creator and searched using the search bar. This section includes: Notes, Goals, Medications, Forms, and Incidents.
In addition to reviewing the charting history, it 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 they have read and understand a client’s basic information (for Person Specific Training). A DSP must acknowledge this information before clocking in if it's their first time working with the client, more than 30 days have passed since their last shift with the client, or any of the information has been updated.
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]