View account balances and transaction history. Manage accounts, deposit checks by photo, pay bills, and send/receive money. Set alerts, notifications, and secure messages. Open new accounts remotely. Track transactions and receive document transfers.
Caregivers can clock in and out using the . View schedules and patient locations. Receive directions to appointments. Communicate with their agency. Accept new cases remotely. Track time and verify visits through electronic visit verification.
Manage private, team, and group conversations in one platform. Send messages, files, and links. Schedule and join calls. Access shared calendars and task lists. Set up custom channels and permissions.