Caregiver Dashboard Help Center

Detailed care workflows: tasks, appointments, shifts, reminders

These workflows use the Care tab route and focus on assignment, follow-up, and handoff quality.

Path reference

  • Care tab route: /(tabs)/schedule
  • Tab label in app: Care (Tier 1/2 and Tier 3)

Tasks flow

  1. Open Care tab.
  2. Open Tasks section.
  3. Create task with assignee, due time, and priority.
  4. Update status during shift and add completion note.

Appointments flow

  1. Open Care tab.
  2. Open Appointments section.
  3. Create appointment with provider, date/time, and transport note.
  4. After visit, log outcome and follow-up action.

Shifts and reminders flow

  1. Open Care tab and review shift timeline.
  2. Confirm active shift coverage and pending items.
  3. Set reminder windows for urgent care events.
  4. At handoff, record unresolved reminders and next actions.