User Guides

Documentation

Step-by-step guides with screenshots to help you get the most out of the Care Management System. Choose your role below to get started.

Quick Start

New to the platform? Start by creating an account, then follow the guide for your role. Provider admins should begin with the Provider Guide, while support workers invited by their provider can follow the Support Worker Guide.

Understanding User Roles

Provider / Admin

Full access to all participant, client, worker, shift, billing, and compliance features.

Support Worker

Access to assigned shifts, clock in/out, timesheets, compliance, and salary information.

Practitioner

Access to availability, bookings, timesheets, compliance, and salary information.