š§© Overview
This release introduces the new My Clients section in the caregiver app, making it easier for caregivers to add or complete client documentation outside of a shift.
Once enabled by an administrator, caregivers can access selected clients through Settings ā My Clients and add available documentation, including notes, goals, medications, client forms, incident reports, and other charting.
Documentation submitted through My Clients is added to the client's charting and can be viewed by admins in the Dashboard.
This functionality was released with mobile app version 3.0.17.
š„ Impacted Users
Agency Admins
Can now configure which staff members have access to this functionality.
Caregivers / DSPs
When enabled, can add documentation for clients outside of a shift, without being clocked in or navigating through an existing shift.
āØ New Features and Feature Enhancements
Dashboard settings enhancement: Admins can enable this functionality from the staff member's profile settings by turning on the following features:
Impromptu Shifts
Select Clients: Select which clients the staff member can start shifts with and add documentation for outside of a shift.
Advanced Charting Access
New app feature ā My Clients: Once the required settings are enabled, caregivers can navigate to Settings ā My Clients, select a client, and add available documentation, including:
Notes
Goals
Medication documentation
Client Forms
Incident Reports
Documentation sync: Once documentation is submitted, it will be added to the client's charting and will be available for admins and other authorized users to view in the Dashboard.
āØ Feature Set and Affected Other Feature Areas
This enhancement allows caregivers to add client documentation outside of an active shift through the My Clients section of the caregiver app.
This update also affects:
Staff Member Settings in the Dashboard
Impromptu Shifts
Select Clients
Advanced Charting Access
My Clients in the mobile app
Client Charting
Goals
Medication
Client Forms
Incident Reports
Note: Caregivers can add new documentation through My Clients, but they cannot currently view documentation previously submitted through this section of the app. To review previously submitted documentation, users must access the client's charting in the Dashboard.