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Care Recipients

How to Onboard Care Recipients​

  1. Location: Care Recipients -> Onboarding
  2. Click “Copy Registration Form Link” and send to guardian
  3. After guardian complete and submit the form, the care recipients will appear in the system
  4. Click the “Approve” icon, review the registration form and edit when needed
  5. Click “Onboard”, the care recipients will move to “Pre Check-In”

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Active Staff

Active Staff

Active Staff

How to Check In Care Recipients​

  1. Location: Care Recipients -> Pre Check-In
  2. Click on the “Check In” button, review the registration form and edit if needed
  3. Fill in the Check In Form, assign a room to the care recipient
  4. Click “Check In”, the care recipients will move to “All Care Recipients”

Active Staff

Active Staff

Active Staff

How to Monitor Checked In Care Recipients​

  • Location: Care Recipients -> All Care Recipients
  • Care recipient’s name will be highlighted in red when alert triggered

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How to View Care Recipient's Profile​

  1. Location: Care Recipients -> All Care Recipients
  2. Click on the view profile icon

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How to Edit Care Recipient's Profile​

  1. Location: Care Recipients -> All Care Recipients
  2. Click on the view profile icon
  3. Click “Edit”
  4. Make changes to the required field, then click “Save”

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Active Staff

How to Pin / Unpin Care Recipient On Top​

  • Location: Care Recipients -> All Care Recipients
  • Click on the pin icon

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How to Edit Care Recipient's Note​

  1. Location: Care Recipients -> All Care Recipients
  2. Click on the edit note icon
  3. Click “Save” after updates

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Active Staff

How to View Care Recipient's Report​

  • Location: Care Recipients -> All Care Recipients
  • Click on the view report icon

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How to Check Out Care Recipients​

  1. Location: Care Recipients -> All Care Recipients
  2. Click on the “Checked In” under status, then click “OK”
  3. The care recipient’s status will change to “Checked Out”

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How to View the Guardian's Profile of the Care Recipient​

  1. Location: Care Recipients -> All Care Recipients
  2. Click on the guardian’s name in blue

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Active Staff

How to Filter Care Recipient​

  1. Location: Care Recipients -> All Care Recipients
  2. Click “Show/Hide Filter”
  3. Fill in the field that you wish to filter, then click “Filter”

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