Step 1: start an impromptu shift (if enabled)
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 the service
Tap Clock in and start services
Note: Use Clock In Only if you're waiting for the client before starting services.
Step 2: log goals
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap the Goals tile
Select the goal worked on
Fill in the required information, which may include time completed, rating, and more
Tap Log Activity
Repeat as needed throughout the shift.
Step 3: switch services
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 end.
Step 4: log medications
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap the Meds tile
Select a medication
Fill in the required information, which may include time administered, notes, and employee signature
Tap Log Administration
If the client refused to take the medication:
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap the Meds tile
Select a medication
Turn on the toggle at the top 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
Note: Meds must be added in the client’s profile by an admin to appear in the medication list.
Step 5: submit transportation
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap Client Forms
Select the Transportation Form
Fill in the required information:
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 6: report incidents (if needed)
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap Incident Reports
Tap Report an Incident
Select the Incident Type (customized by agency)
Add detailed notes
Tap Submit
Note: Admins copied on incident alerts will receive an email notification when an incident report is submitted.
Step 7: complete required shift notes
Tap View shift at the top of the Home screen
Select the client under the Clients section
Tap the Notes tile
Fill in all required fields
Tap Save
Important: You cannot clock out until all required shift notes are completed.
Step 8: 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 the required notes are completed, the system will allow you to clock out.
Step 9: edit past shifts (if Post-Shift Reports are enabled)
Scroll down to the Shifts section on the Home screen
Select the Past tab
Tap the past shift you want to add notes
Select the client under the Clients section
Tap the Notes tile
Fill out the notes
Tap Save
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
Need help?
If you have any issues during your shift:
Contact your supervisor or agency manager
Or email: [email protected]