Overview of the client profile in the Dashboard.

Overview: Client Profile

Adding Clients

How to manage client plans in the Dashboard.

Managing Client Plans in the Client Profile

How to manage goals and track goal activity and progress for clients in the Dashboard.

Managing Goals in the Client Profile

How to manage medications and track medication administration for clients in the Dashboard.

Managing Medications in the Client Profile

How to manage shift notes and monitor submissions for clients in the Dashboard.

Managing Shift Notes in the Client Profile

How to configure post-administration notifications after a DSP administers medication.

Setting Up Post-Administration Notifications for Medications

How to view, manage, and export charting records in the Dashboard.

Viewing and Managing Charting in the Client Profile

How to navigate and use the Clients section.

Clients

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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