Caregiver Dashboard

Help Center

Search step-by-step guidance for onboarding, family invitations, medication tracking, sync behavior, and tier-specific workflows. Results update as you type.

Getting started in under 15 minutes

Create your account, choose your care tier, and set up your first patient profile with role-aware access.

OnboardingAccount
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Getting started: tiers, roles, tabs, and invitations

A complete reference covering each account tier, each role's permissions, what's on every tab, and exactly how to invite others based on your tier and role.

Getting StartedTiersRoles
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Managing family roles and invitations

Learn how family admins invite caregivers, assign permissions, and manage pending invitations safely.

Family RolesPermissions
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Smart rescheduling for standing medications

Learn what smart rescheduling does, how the app picks the next suitable time, and what happens when quiet hours are involved.

MedicationSmart Rescheduling
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Medication schedules, logs, and reminders

Build medication plans, document administrations, and verify timeline accuracy during handoffs.

MedicationDaily Workflow
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Appointments

Schedule, track, and document provider visits with complete follow-up notes.

AppointmentsScheduling
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Tasks

Assign care tasks, track progress, and close handoffs with clear completion records.

TasksHandoff
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Shifts

Manage shift schedules, handoffs, and coverage changes with clear documentation.

ShiftsHandoff
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EHR documentation

Document care events with objective language and export-ready records.

EHRDocumentation
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Insurance plans

Add, update, and maintain patient insurance plans for current payer reference.

InsurancePlans
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Exportable reports overview

See which reports can be exported, what data appears on each report, and how export is initiated from Home tab Reports workspace.

ReportsExport
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Meals and nutrition tracking

Track intake, hydration, and meal-related observations for better care decisions.

MealsNutrition
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Reminders and notifications

Configure reminders and alerts so critical care events are not missed.

RemindersNotifications
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Achievements and points

Use points and achievement trends to reinforce consistent care habits.

AchievementsPoints
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Health analytics

Review trend data to support faster, better-informed care decisions.

Health AnalyticsTrends
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Journal and messages

Capture timeline-ready care notes and coordinate next steps with your team.

JournalMessages
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Backup and restore

Create reliable backups and restore safely to protect care continuity.

BackupRestore
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In-app navigation reference

See exact tab labels and route paths used by all detailed walkthroughs.

DetailedNavigation
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Application structure and tab overview

Get a high-level map of the app and what each primary tab is designed to do.

DetailedTabs
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Detailed onboarding and invitations

Step-by-step admin invite flow with exact onboarding route references.

DetailedOnboarding
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Detailed care workflows

Granular click-by-click flows for tasks, appointments, shifts, and reminders.

DetailedCare Tab
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Detailed health workflows

Granular paths for medications, nutrition, insurance, EHR, and analytics.

DetailedHealth Tab
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Detailed health analytics calculations

How analytics metrics are calculated, normalized, and interpreted for care decisions.

DetailedAnalytics
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Detailed journal and messages workflows

Exact sequence for timeline documentation and message-thread handoffs.

DetailedJournal
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Detailed Tier 3 EVV and verification

Precise verification flow with EVV start, active, end, and review routes.

DetailedTier 3
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Tier 3 proof of care (EVV)

Where EVV is located and how to complete geolocation and signature verification for proof of care.

Tier 3 Independent CareEVV
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Detailed dashboard, achievements, and notifications

Step-by-step review flow for home dashboard actions and alerts.

DetailedDashboard
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Detailed backup and restore workflow

Detailed backup and recovery sequence with post-restore validation checks.

DetailedRecovery
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Detailed export reports mapping

Field-by-field mapping of export reports, generation behavior, and the single Dashboard workflow used for export.

DetailedReports
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How offline capture and encrypted sync works

Understand local-first entry, encrypted outbox replay, and what happens when a device reconnects.

Offline and SyncSecurity
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Tier 3: Multi-Patient Record of Care

Support multiple patients with record-of-care workflows and optional geo-location and patient verification.

Tier 3 Independent CareVerification
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Data ownership and approved-device controls

See how care records remain controlled by your care team and synced only to approved devices.

SecurityOwnership
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Security and two-key encryption strategy

Understand how the two-key model protects data, including algorithm types and encryption strength.

SecurityEncryption
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