The web dashboard keeps everyone your organisation supports in one place. The Clients page lists each client with their name, contact details, and facility, so you can find the right person at a glance.
Scroll the list or search by name to narrow it down, then open a client to see their complete profile — information, forms, documents, medications, and more.
Step 1
Open Clients
Go to Clients in the sidebar. The list shows every client you can access, with their name, contact details, and assigned facility.
Step 2
Search by name
Type a few letters into Search clients. The list filters as you type, matching name, email, phone, or facility so you can land on the right person quickly.
Step 3
Open a profile
Click a client row to open their full profile. The Information tab opens first, with quick access to their forms, documents, medications, and history.
Keep reading
Tutorial
Set up a medication
Open a client, find their Medications tab, and add a new medication — name, form, dose, route, schedule and low-stock alerts — in under a minute.
Web dashboardTutorial
Create a client
Add a new client to your organisation in seconds — fill in the basics from the Clients page and their profile is ready to go.
Web dashboardTutorial
Find a client's documents
Pull up care plans, consents, ID, and any other reference material attached to a client's profile.
Mobile app