Staff members play a crucial role in its success and sustainability. Their skills and expertise drive the execution of core functions, ensuring that the daily operations run smoothly and objectives are met. A motivated and well-supported team fosters a positive work environment and enhances collaboration. These individuals improve the quality of life of your customers and provide care in ways no one else can.
View financial transactions such as deposits, service payments, refunds, etc.
Saved payment methods such as credit cards and bank accounts
Scheduled payments to run on a monthly interval
First name, last name, date of birth, sex, ethnicity, social security number, relationship status, veteran status, occupation, email address, phone, address
Track when a customer has left the facility for approved reasons such as doctor or dentist appointments.
Cases are where staff members perform assessments and provide services offered at the facility.
Document to and from the customer
Relationship, first name, last name, phone, address, note
Link to other customers to create a family/group