How to complete charting as a DSP on the desktop.

Completing Desktop Charting

How to fill out shift documentation after a shift is completed in the mobile app.

Completing Shift Documentation Post-Shift

How to log goal progress in the mobile app.

Logging Goal Progress

How to log med administration and refusals in the mobile app.

Logging Medication Events

How to log shift and client-specific notes in the mobile app.

Logging Shift Notes

How to add client documentation from the mobile app without being actively clocked in or working an existing shift.

Submitting Documentation Outside of a Shift

How to submit an incident report in the mobile app.

Submitting Incident Reports

How to access and submit transportation forms in the mobile app.

Submitting Transportation Forms

Recording care activities, notes, and required documentation during or after a shift.

Documentation & Reporting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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