Step-by-step guides for every section of the platform. Click any topic to expand the instructions.
How to Add a Resident
Create a complete resident file including demographics, documents, and health info.
How to Add a Staff Member
Create a staff profile and track all required certifications, training, and clearances.
How to Set Up a DSP on the Portal
Give Direct Support Professionals their own secure login to access schedules, MAR, and notes.
How to Set Up and Use the MAR
Add medications for each resident and log daily administration to maintain a compliant MAR.
How Ongoing Notes Work
Write and review daily progress notes for residents — organized by category and date.
How to Record Emergency Drills
Log required fire, earthquake, and shelter-in-place drills to stay compliant with state regulations.
How to Record P&I Transactions
Track personal and incidental fund deposits and expenses for each resident.
How to Record Belongings Inventory
Document a resident's personal belongings at move-in and maintain an accurate inventory over time.
How to Upload Files from Your Phone
Scan and upload documents, receipts, and certificates directly from your phone camera.
Head to your Dashboard to start managing your home.
