Agency profile
Notification preferences
Missed clock-in alertsOn
eBinder item expiryOn
New shift requestsOn
Weekly summary emailOff
Roles & permissions
| Role | Scheduling | Staff & Clients | eBinders | Reports |
|---|---|---|---|---|
| Agency Owner | Full access | Full access | Full access | Full access |
| Office Admin | Full access | Full access | Full access | View only |
| Case Manager | View only | Full access | Full access | View only |
| DSP / Caregiver | Own shifts | — | Own documents | — |
Lookup tables
Shared vocabulary used across scheduling, eBinders, and reports.
Residential Care
Community Activities1
Drill Types3
Encounter Note Types2
Provider Types50
Service Lines6
Shift Types3
Human Resources
Employment Types3
Job Titles8
My Apps
Event Types1
Tickler Categories4