Step 1: start an impromptu shift (if enabled)
From the Home Screen, tap New Shift
Select the client(s) you’ll be supporting (e.g., Mike Tyson)
Tap Start Shift (you are not yet clocked in)
Go to Service Management → Manage Services
Select the appropriate service code (e.g., Community Connections)
Select the client and tap Confirm
Tap Clock In and Start Services
🧠 Use “Clock In Only” if you're waiting for the client before starting services.
Step 2: log goals
Tap Go to Shift → tap the client’s name
Tap Goals
Select the goal worked on, enter:
Time
Details
Caregiver rating (if required)
Tap Log Activity
Repeat as needed throughout the shift
Step 3: switch services (if applicable)
In an active shift, go to Service Management
Tap Manage Services
Select a new service (e.g., switch from Community Connections to Residential Support)
Tap Confirm → Start Services
The new service will begin and the previous one will end
Step 4: log medications
Tap the client’s name → tap Meds
Select a medication
Choose the time, add notes
Tap Log Administration or Log Refusal
📌 Meds must be added in the client’s profile by an admin to appear.
Step 5: submit transportation
Tap Client Forms → select the Transportation Form
Fill out:
Date
Odometer start/end
Mileage
Client transported
Any required notes
Tap Submit
🧠 This logs mileage or trips to the client’s transportation budget—even though it doesn’t show as a service.
Step 6: report incidents (if needed)
Tap Incident Reports from the client’s profile
Tap Report an Incident
Select type (customized by agency)
Add detailed notes
Tap Submit
📧 Admins copied on incident alerts will receive email notifications.
Step 7: complete required shift notes
Tap Notes in the client profile
Complete all required fields
Tap Save
⚠️ You cannot clock out until all required shift notes are completed.
Step 8: clock out
From the Shift screen, tap Clock Out
If everything (notes, services, forms) is complete, the system will allow you to finish the shift
You’ll return to the Home Screen
Step 9: edit past shifts (if Post-Shift Reports are enabled)
Tap Past Shifts
Select the shift (e.g., from Friday the 21st)
Tap the client’s name
Add any missed notes, goals, meds, or incident reports
Summary
During a full shift, you may:
Start services
Switch between service types
Log goal progress
Track medication activity
Complete transportation forms
Submit incident reports
Fulfill all required documentation before clocking out
Fulfill all required documentation before clocking out
Need help?
If you have any issues during your shift:
Contact your supervisor or agency manager
Or email: [email protected]