TEAM MEMBERS AND VOLUNTEERS

• Using the Patient Admin Security Role to Access the Scheduling Area
• Filtering the Scheduling Area to a Particular Client
• Using the Auto Schedule Feature to Create your Staff Roster
• Publishing your Staff Roster
• Allocating a Booking to a Team Member using the Scheduling Area
• Creating a Team Member’s Work Availability

FAMILY AND FRIENDS

• Setting a Family or Friend as Circle Admin

CLIENT-CENTERED

• Resetting a Client’s Username or Password
• Adding a Client’s Budget

DETAILED GUIDES

• Guide to Circles
• Guide to Scheduling

SOCIAL GROUPS

• Messaging Members of a Social Group

CARE PLANS

• Setting up Services on a Client’s Care Plan