Documents

A central library for agency documents — policies, forms, templates and other files staff may need.

A central library for agency documents — policies, forms, templates and other files staff may need.

Where to find it: Operations → Documents

Upload a document

Go to Operations → Documents.
Upload the file and give it a clear name and category.
Saved documents are available for reference and download.

Was this article helpful?

Related articles

GPS Tracking
Shows where and when carers clocked in and out, using the location captured by the mobile app, to confirm visits happened at the client's address.
AI Insights
Surfaces patterns and suggestions across your data — for example trends in incidents, care needs or staffing — to support decisions.
Alerts
A central feed of system and care alerts — missed visits, late clock-ins, compliance issues and client warnings — so nothing is missed.
Reports
Run operational and management reports across visits, staff, clients and finance.

Back to Help Centre