This guide walks through the the entire shift workflow—from clocking in to clocking out—including how to complete documentation, goals, medications, incident reports, and transportation forms.
Step 1: Clock into a Scheduled Shift or Start an Impromptu Shift
When beginning a shift, you can either clock in to a scheduled shift or start an unscheduled (impromptu) shift. The ability to start an impromptu shift must be enabled by your admin team.
To clock into a scheduled shift:
Login to the app
Scroll down to the Shifts section on the Home screen
Find and tap your scheduled shift
Tap the clock icon in the top right corner
Tap Clock in and start services at the bottom
Select the client and choose which service you will run
Tap Clock in and start services at the top
To start an impromptu shift:
Login to the app
Tap + New Shift at the bottom of the screen
Select the client(s) you’ll be supporting
Tap Start Shift
Tap Clock In and start services (you are not yet clocked in)
Select the client and choose which service you will run
Tap Clock in and start services at the top
Note: When clocking in, you may see a Clock in only option (if enabled by your admin team). Use this option only when performing administrative tasks or work that does not involve direct client care.
Person Specific Training
When selecting a service for a client, you may see a red Training required label under their name.
In order to start a service with the client, you will first need to acknowledge that you have read and understand their Person Specific Training.
To acknowledge the training:
Select the client
Scroll through and review all the information
Check I agree to the above statement at the bottom
Tap Acknowledge
These steps are required before starting a service with a client for the first time, more than 30 days have passed since your last shift with the client, or any information in their client profile has been updated.
Step 2: View Client Info
To view client information provided by your admin team:
Tap View shift at the top of the Home screen
On the Shift Details page, select the client under the Clients section to go to the Client Details page
Scroll down to the Basic Info section
Select Personal, Health Profile, or Other Care Needs to view more information about the client
Step 3: Complete Shift Notes
To complete shift notes:
While on the Client Details page, tap the Notes tile
Enter all details. Make sure all required fields are filled out
Tap Save
Important: You cannot clock out until all required shift notes are completed.
Step 4: Log Goals
To log goals:
While on the Client Details page, tap the Goals tile
Select the goal worked on
Enter all details (e.g., time completed, rating, and any additional information)
Tap Log Activity
Repeat as needed throughout the shift.
Step 5: Log Medication Events
To log a medication administration:
While on the Client Details page, tap the Meds tile
Select a medication
Enter all details (e.g., time administered, notes, employee signature, and any additional information)
Tap Log Administration
To log a medication refusal:
While on the Client Details page, tap the Meds tile
Select a medication
Turn on the toggle labeled Enabling this indicates that the client refused to take the medication and you want to log refusal
Enter the Time refused and Details
Tap Log Refusal
Step 6: Submit Transportation Forms
If you see transportation forms, the client has an assigned transportation budget. If you do not see these forms, the client does not have transportation funding.
To submit a transportation form:
While on the Client Details page, tap Client Forms
Select the Transportation Form
Enter all details:
Date
Odometer start/end (starting must be greater the 0)
Mileage
Client transported
Any required notes
Tap Submit
Note: This logs mileage or trips to the client’s transportation budget—even though it doesn’t show as a service.
Step 7: Submit Forms
To submit other forms:
While on the Client Details page, tap Client Forms
Select the form
Enter all details
Tap Submit
Step 8: Submit Report Incidents
To submit an incident report:
While on the Client Details page, tap Incident Reports
Tap Report an Incident
Select the Incident Type
Enter all details
Tap Submit
Note: Admins copied on incident alerts will receive an email notification when an incident report is submitted.
Step 9: Switch Services (If Applicable)
To start a new service after finishing one:
Tap View shift at the top of the Home screen
Tap the clock icon in the top right corner
Tap Manage Services
Select the client
Select the new service (once you select the new service, it will automatically de-select the current service)
Tap Confirm changes
The new service will begin and the previous one will automatically end.
Step 10: Clock Out
Tap View shift at the top of the Home screen
Tap the clock icon in the top right corner
Tap Clock Out
If prompted that required documentation is missing, go to the Notes tile and complete the required notes
Tap Clock Out
The shift status will update to Completed.
If you did not complete all documentation during your shift, you can go back and add or edit information (if enabled by your admin team). See Completing Shift Notes Post-Shift for more details.
If you have any issues during your shift:
Contact your supervisor or agency manager
Or email: [email protected]