Understanding the dashboard

The dashboard is your central hub for managing homecare operations. It provides an overview of your organization's activity.

Key sections:

Today's Visits - See all visits scheduled for today, their status, and assigned workers.

Recent Activity - Track recent actions across your organization.

Quick Actions - Shortcuts to common tasks like creating visits or adding clients.

The dashboard adapts based on your role. Administrators see organization-wide data, while members see their assigned clients and visits.