Client Profiles are used to track and manage client information, including shifts, basic info, client plans, budgets, medications, charting, documents, training logs, admin notes, settings, and more.
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 card
Click Manage in the Client Profile section
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: Choose the service or billing code from the dropdown
Payer: Select the payer from the dropdown (the entity responsible for billing)
Available Units: Enter the total number of authorized units for the service period
Rate: If it differs from the default rate tied to the service code, enter the appropriate rate
Start Date and End Date: Enter the service start and end date. The end date may be set up to one year in the future
Reference ID: (Optional) Enter any relevant identifier, such as authorization number, PCP number, or other state-provided reference
Restrictions: Apply monthly, weekly, or daily unit limits to help control and prevent overspending
Click Save
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
The Medications section displays all active medications available for the client. Enter all medications, dosages, and administration instructions for the caregiver to view.
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 they are in service with the client.
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
The Charting section shows all shift documentation that has been submitted by the caregivers. Review all shift documentation and add any additional notes, goals, medications, forms, or incidents by clicking the Add or Log button in the top right corner.
You can filter all information by date range or creator, and use the search bar to quickly find specific results.
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
The Documents section displays all documents that have been uploaded or generated for the client. Upload additional documentation tied to the client, such as 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
The Contacts section lists all contacts associated with the client. Add any additional contacts by clicking New Contact +. Such contacts may be family members, emergency contacts, guardians, support coordinators, case managers, or health professionals.
Caregivers
The Caregivers section lists all DSPs that have been assigned to the client. Add any additional caregivers by clicking Add Caregivers +.
Training Logs
The Training Logs section lists all the times Person Specific Training (a client's basic information) has been read and acknowledged by caregivers.
A caregiver 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 client's information has been updated.
Admin Notes
The Admin Notes section displays all notes submitted by the admin team. These notes are only visible with those to full and admin access. Click Add Note + to add additional notes.
Settings
The Settings section can be used to archive the client or resync the profile for EVV purposes.
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]