How to create a Care Recipient

1. Tap the plus icon in the bottom right-hand corner
2. Tap the profile icon to add a profile image for a Care Recipient
3. Enter in the name of the Care Recipient in the First Name and Last Name fields
4. You may enter the Care Recipients’ email address if you choose in the email field
5. Select if you would like to turn location tracking on for those who will be a part of the care team for this recipient and what type of members will be tracked
   
   Location Tracking is utilized to track a care team member’s location when they check in or check out for a Care Recipient.
   
   “None” will not track the location of any care team members.
   “Paid Members” will only track the location of care team members who have a wage set up in their member profile.
   “All Members” will track the location of all care team members.
   
   
6. Select the Active Care Recipients’ status in the status field
   
   Setting the status to inactive means you do not intend to document on the Care Recipient any longer.  Data previously documented on a Care Recipient will remain for viewing purposes, but the Care Recipient must be in the active status to document on their behalf or invite others to be a part of the care team.
   
   The Account Manager section displays who the Account Manager for the Care Recipient is.
   
   The Care Team section displays the individuals who have been invited to be a part of the care team.
   
   
7. Tap “Save” in the upper right-hand corner to save your Care Recipient.