Documentation

Set up your people and patients, plan the day, record the work and review what needs attention.

Add your staff

Create employee profiles, record job titles and departments, and review qualifications. Give staff the workspace access and permissions needed for their responsibilities.

Set up your patients

Add patient contacts, allergies, preferences, routines and existing medication or diet instructions. Keep the source and review history with those records.

Assign the care team and schedule

Assign reviewed staff to patient care teams. Draft shifts, check for conflicts and required qualifications, and publish schedules for the team.

Record care and share updates

Authorized staff review patient information and documented routines, then write dated care notes. The next caregiver can read those updates and follow the record’s history.

Keep stock up to date

Record stock intake, counts and transfers. Check expiration dates and send adjustments through the required review and approval process.

Review the day

Review timecards, visitor records, patient history and activity reports. Follow up on changes and unresolved questions, with permissions controlling who can approve each action.

• Start with staff responsibilities and patient information.
• Give caregivers a clear record of the day’s work.
• Keep managers informed through records, reports and review.