Smart Client Dashboard

Managing client care shouldn’t mean jumping between paper files, spreadsheets, and emails. Our Smart Client Dashboard brings all client data together into a single, real-time view — so your team can focus on what really matters: delivering outstanding care.

Built natively on Salesforce, this feature gives care coordinators, managers, and field staff instant access to everything they need, at the click of a button.

Track client details, preferences, medical notes, care needs, and contact history — all in one place. Say goodbye to fragmented information.

Get instant access to active care plans, visit frequency, task lists, and care goals. Ensure care continuity across your team.

See every past visit, including notes, check-in/out times, caregiver names, and visit outcomes. View future visits and adjust plans easily.

Flag clients with risk scores or recent incidents. Team members are notified when urgent attention is needed — in real time.

Upload care assessments, consent forms, photos, and reports directly to the client profile. Keep everything organised and secure.

Leave case notes, assign follow-ups, and communicate across teams without ever leaving the client record.