Help Center
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Client Management
Manage client profiles, units, and documents
Administrators
Articles (7)
Creating Client Profiles
Complete guide to adding clients with all fields and best practices.
Managing Service Units
Allocate, track, and manage client service units.
Client Facilities
Manage group homes, day programs, and facility-based scheduling.
Client Documents
Upload, organize, and manage client files securely.
Inviting Clients to Portal
Give families access to view appointments and communicate with caregivers.
Archiving & Restoring Clients
Safely archive inactive clients and restore them when needed.
Client Preferences
Set visibility, contact preferences, and caregiver preferences.