Help guide 3 of 4

For care coordinators: managing the schedule

You do everything a Caregiver does, plus you're the one who keeps the schedule itself accurate - appointments, shifts, medications, and activities.

Start with the Caregiver guide
Checking in and out, logging medications, adding appointment notes, marking activities done, free-form log entries - all of that works exactly the same for you. This guide only covers what's additional. Read "For Caregivers" first if you haven't.

Appointments: adding and removing

On the Appts tab, you'll see an Add an appointment form that Caregivers don't have:

  1. Enter a title.
  2. Choose the type - Appointment or Milestone.
  3. Set the date and time.
  4. Optionally assign who's giving a ride.
  5. Tap Add appointment.

Each appointment also has a Removebutton if it's been cancelled or was entered by mistake.

Shifts: building the schedule

On the Shifts tab, the Add a shift form lets you build out coverage in advance:

  1. Give it a label if you'd like - optional.
  2. Choose which caregiver it's assigned to.
  3. Set the start and end time.
  4. Tap Add shift.

Overlapping shifts are flagged with an Overlaps badge so double-bookings are easy to spot. Use Remove to take a shift off the schedule.

Medications: adding and retiring

On the Meds tab, Add medication covers three patterns:

FrequencyHow it works
DailyPick one or more moments - Breakfast, Lunch, Dinner, Bedtime - a dose is expected at each one, every day. The actual time each moment means is set once in Settings.
WeeklySame as Daily, but only on the days of the week you pick
As-needed (PRN)No fixed time - optionally set a minimum number of hours between doses

Fill in the name, dosage, frequency, and any instructions, then tap Add medication. Use Deactivateon a medication that's been discontinued - it disappears from the active list but its history is kept.

Activities & exercises: adding and retiring

On the Activity tab, Add an exercise or activity just needs a name and, optionally, instructions. Deactivate works the same way as medications.

Availability: seeing who's free

Caregivers submit which hours they're free from the Shifts tab. You can pull it all together as an Availability report - tap the button next to Submit availability on that same tab. Think of it as the reverse of a Doodle poll: instead of finding a time everyone can make, it shows every time anyone can. Three sections:

  1. Who's available when - a grid of every caregiver against the next 7 days, showing the hours (and overnight) each one submitted.
  2. Gaps in the next week - any day with a stretch of time nobody at all is available, so it can be sorted out ahead of time instead of discovered the day of.
  3. Schedule load - how many hours each caregiver has actually worked in the last 30 days and has coming up in the next 7, so shifts can be spread out fairly rather than falling on the same few people.

Log summary: a history for medical professionals

Home shows a Log summarycard - a short, plain-language history pulled from everyone's log entries, meant to be handed to a doctor or other medical professional if useful. Tap into it and it updates itself automatically if anything new has been logged since the last time - nothing happens if there's nothing new. You can also type a note under Request a change- reword something, or ask for a detail to be added or removed - and it'll rewrite the summary accordingly.

What's still admin-only

Creating or approving caregiver accounts, assigning roles, configuring alert rules, and account-level settings stay with Admins. If you need one of those, ask an Admin.

Next: For AdminsAll guides