Your own contact details and sign-in password. Your email is also where account & password-reset messages are sent. Your login username is set when the Care Group is created and can't be changed here.
Pick a match to fill the fields below, or type them in manually.
Change password
Enter your current password, then choose a new one (at least 8 characters).
Manage Clients
Add a new client (care recipient) or remove one. Removing a client hides them from the client list but keeps all of their existing journal entries and history intact (a soft delete). The client can be re-added later with the same name to restore them.
Client Profile
Select a client (at the top of the screen) to view and edit their profile.
Caregiver Session Policy
Editing Past Entries
Controls whether caregivers can change or delete entries in the history after they have been saved. Caregivers marked Trusted (set per caregiver below) can always edit any entry, regardless of this setting.
Caregiver Accounts
This caregiver's daily entries will pre-fill with these shift hours (they can still change them per entry). Defaults to 9:00 AM-5:00 PM.
Current Client Medication Management
Search and add medications for the currently selected client. Manage only the client’s active assigned medications in this section.
Custom medication. This one isn’t in the drug catalog, so it won’t be auto-verified, please double-check the spelling, strength, and form. Enter the strength/dose and form/route below, set the schedule, then click “Add”. Cancel
Client’s Currently Prescribed Medications
Client Medication Allergies
Admin-only allergy management for the currently selected client.
Daily Task Rules
Choose which task types appear for caregivers, which are required, how many times per day they are required, and whether task-specific notes are required. You can also add custom task types for this care group.
Data Management
Online Only keeps all records on the server, shared across your caregivers. Online / Offline Hybrid also lets you import a backup file onto a device.
Export a backup of all journal entries. Import is available in Online / Offline Hybrid mode.
Website / Deployment Settings
Saves Session Policy, Task Rules & Client Profile in one tap. Add/Delete buttons act on their own items.