Documentation

A practical guide to what your team can do with Care Management.

Patient records

Give your team one place to find the information they need about each patient. Keep contact and emergency-contact details together. Record allergies, preferences and daily care routines. Review earlier versions and export records when authorized.

Employee management

Keep staff information, responsibilities and qualifications organized. Maintain employee profiles, departments and job titles. Track certifications, review status and validity dates. Invite staff to their workspace and manage their access.

Schedules and care teams

Plan the work and make it clear who is responsible for each patient. Draft, assign and publish staff schedules. Check for overlapping shifts and required qualifications. Assign reviewed staff to patient care teams and share schedule PDFs.

Medication and diet orders

Keep existing provider instructions and their review history with the patient record. Record medication lists, diet instructions and where they came from. Review proposed changes before they become current. Keep earlier versions and record when medication instructions are discontinued.

Inventory and expiration tracking

Know what stock is recorded, where it is held and what needs attention. Record stock intake, physical counts and location transfers. Review expiration dates and keep a movement history. Review and approve stock adjustments with the appropriate staff permissions.

Care notes and handovers

Help the next caregiver understand what happened and what they need to know. Write patient care notes with the author and date attached. Read previous notes and follow documented care routines. Amend a note while preserving the original entry and its history.

Timecards, visitors and reports

Keep the everyday office records that support your care operation. Record staff hours, review timecards and export reports. Correct time records with a history of the changes. Maintain visitor sign-in records and send timecard emails to verified recipients.

Permissions and patient privacy

Choose who can see information, make changes and approve sensitive work. Set access by staff role, care unit and assigned patient. Require reviewed qualifications for protected clinical work. Support HIPAA privacy and security procedures with named logins, access checks and a traceable record of activity.

• Find patient details and current care instructions.
• Organize staff, qualifications, care teams and schedules.
• Track stock, expiration dates and approved changes.
• Keep care notes, reports and a history of activity.