Support & Documentation

🚀 First-Time Setup

1. Log in with the credentials provided by your administrator
2. You'll land on the Dashboard — your daily overview
3. Check My Tasks for any assigned compliance items
4. Navigate using the sidebar — all modules are listed there

👤 User Roles

• Owner/Admin — Full access. Manage settings, users, facilities, templates, and view all data.
• Nurse — Clinical access. Document med passes, manage clients, record incidents, complete tasks.
• Med Tech — Document med passes, view clients and prescriptions. Limited clinical scope.
• Prescriber — Manage prescriptions and orders for linked clients.
• Auditor — Read-only access to all data and reports.

💊 Electronic MAR

The eMAR is your daily medication administration record.

• Select the date and facility at the top
• Each client shows their scheduled medications as colored dots
• Blue (clock) = Due, Green (check) = Given, Red (X) = Missed
• Click a blue dot to document: select Given/Refused/Held/Omitted, choose auth method, add notes
• PRN medications have a separate "Log PRN" button per client

👥 Client Management

• Click Clients in the sidebar to see your roster
• Filter by Admitted/Discharged status
• Click Add Client to admit a new resident (photo, demographics, allergies)
• Click a client to see their full profile with tabs: Overview, Emergency Info, Allergies, Contacts, Prescriptions, Goals, Orders, Visits, Documents
• Use Discharge/Readmit buttons in the client header

✅ Compliance Tasks

• My Tasks shows your personal task list grouped by urgency
• Overdue tasks appear in red at the top — complete these first
• Click Complete on any task, add optional notes, and it's done
• Use checkboxes to bulk-complete multiple tasks at once
• Admins can create ad-hoc tasks and manage templates in Task Management

🚨 Incident Reporting

• Click Report Incident to document falls, behavioral events, medication errors, etc.
• Select the type, severity, client (optional), and facility
• Describe what happened, what action was taken, and any witnesses
• SEVERE and CRITICAL incidents automatically email administrators
• Admins can resolve and close incidents with follow-up notes

📋 Shift Notes

• Select your facility, today's date, and shift type (Day/Evening/Night)
• Click Start Shift Note if one doesn't exist yet
• Add categorized items: Medication, Behavioral, Health, Appointment, Maintenance, General
• Link items to specific clients when relevant
• The previous shift's note shows below for handoff context

🎯 ISP Goals

• Create goals with a target frequency and measurement type
• Measurement types: Yes/No, Rating Scale (1-10), Percentage, Duration, Count, Narrative
• Click a goal to expand and record daily attempts
• Track progress with simple visual indicators
• Complete or discontinue goals when appropriate

🔧 Maintenance Tickets

• Any staff member can submit a maintenance ticket
• Set category (Plumbing, Electrical, HVAC, etc.), priority, and location
• Admins can assign tickets, update status, and add comments
• HIGH and URGENT tickets automatically email administrators

📁 Document Vault

• Upload care plans, ISPs, consent forms, and other documents
• Categorize and link to specific clients
• Set expiration dates for certifications and consents
• Track acknowledgments — staff click "Acknowledge" after reviewing a document
• Optional SharePoint integration for M365 organizations

📊 Reports

• MAR Sheets — monthly medication grid, print-ready for surveys
• Missed Doses — track undocumented medications by date range
• Active Clients — roster with current medications
• Maintenance Summary — ticket counts and status
• Audit Trail — full history of who did what, when
• Readiness Report — compliance score by facility and category
• All reports support Print and CSV Export

⚙️ Settings

• Organization — Update your org name, address, contact info
• Facilities — Add, edit, or deactivate locations
• Users — Invite staff, assign roles and facility access
• Training — Track staff certifications and expiry dates
• Catalogs — Customize dropdown options (frequencies, routes, etc.)
• Audit Log — Search and review all system activity

📐 Task Templates

• Go to Task Management → Templates tab
• Create recurring requirements: "Monthly Fire Drill", "Annual Physical Exam"
• Set scope (Per Client, Per Facility, Per Org), recurrence, default assignee role
• Tasks are auto-generated by the system on schedule
• Set reminder and escalation timing per template