Basic Info
1. Go to People > Clients.
2. Click on the + symbol on the right hand side to build your new client profile.
3. Fill out the General info tab with their basic information.
A icon of a mobile phone means that the info entered will be visible in the carer's app
Address Tab
1. Next add your address. When you add the address, a pin will drop on the map at the location.
It's very important this pin is located in the right location as it will sync with carers check in-check out location.
Moving the view in the map to Satellite will allow you to see the surroundings of the area and confirm the pin is in the correct location. (Note: you can correct the pin manually by dragging and dropping it to the correct location)
2. You can also add more detailed information about accessing the client's home.
Health Tab
This section allows you to add more information regarding your client's condition. Again this is optional.
Allergies information is showed in the carer's app.
About Me
This section is designed to provide a comprehensive understanding of what truly matter to the individual, their loved ones and the best ways to support them.
For carers, this offers valuable insights into a client's preferences and needs before a visit, helping foster meaningful connections and spark conversations.
This section is replacing the ''Personal Info'' tab, any items that you added there before can be kept or discarded permanently with the trash icon.
An info icon will also help you with suggestions of what you can include for each section.
Carers using the mobile app can easily access the ''About Me'' under the client profile.
