Create client profiles and invite others to collaborate on care plans. Track case notes, manage tasks, and monitor caregiving records. Clock in and out for visits and document visit notes. Share client information securely with authorized users.
Access expert guidance and tools for business decisions. Search for insights, save documents for later access, and continue from where you left off across devices. Retrieve personalized content based on priorities.
Manage appointments and client records by viewing schedules, adding new clients, and tracking product purchases and notes. Schedule consultations, set reminders, and access client history for personalized service.
Manage schedules and assign caregivers for home care services. Track Electronic Visit Verification status. Handle billing and client information. Maintain records and communicate with care teams. Generate reports and monitor service compliance.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
Manage appointments for waxing, sugaring, and treatments. Reschedule or cancel sessions anytime. Track membership benefits and perks. Earn points for services and rewards through referrals.
Create and edit documents by voice dictation. Add custom words and templates. Automatically adapt to speech patterns. Convert trial to monthly or annual subscription. Dictate notes, emails, and reports on the go. Sync with cloud storage services.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.