The mobile app
Opening a shift
Everything about one visit on one screen: where and when, what to record while they are there, and what has happened with this participant lately.
Step by step
- 1
Tap a shift on Home or on the schedule. The header shows the participant, the date and time, and where the shift is up to — Booked here.

- 2
Details carries the time and service, the address with Directions, and the car to take when the office has booked one.

- 3
During this shift holds what they record while they are there: Note, Incident, Trip and Expense, plus Chart when the participant has charts.

- 4
Below that, the map shows the address — tap it to open Google Maps — and Clock in sits at the bottom.
- 5
AI client brief writes a short summary of the participant: medical history, risks and support needs. Tap it to write the brief, and Hide to fold it away.

- 6
Notes lists what has been recorded on this shift. Tasks shows what the office wants done — the activity, instructions and roster comments, and the task list with how many are done.

- 7
Events shows this participant’s recent progress notes and incidents from every worker, newest first, so they arrive knowing what has happened.

The screen

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