Care Diary

Appointments, activities, shifts and who uses the schedule

Understanding Participant Schedule

Create, edit, cancel and delete appointments and activities

How to Add and Manage Schedule Events on the Web

Repeat events and update this occurrence or following ones

How to Create Recurring Schedule Events

Show roster shifts on the schedule calendar and open shift details

How to View Shifts on a Participant’s Schedule

Open the Schedule tab from a shift and review upcoming events

How to View a Participant’s Schedule in the Mobile App

Mark events completed and add outcome notes from the app

How to Complete Appointments and Activities During a Shift

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Appointments, activities and shifts on a participant’s schedule

Participant Schedule

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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