We have a mobile app, a web app, and secure email. We recommend doing the tutorials linked below in that order. A few things worth highlighting:
You can log your visits two different ways: on your phone immediately after the visit, or on your computer ahead of time. We recommend doing it on your computer ahead of time, because it's less fiddly and you can do it while not under time pressure in the client’s home.
You can use your phone to upload the visit note immediately after the visit, or you can do it at the end of the day from home (using wifi) and the carbon copy of the note. Either is acceptable as long as the carbon copy is legible. It must be uploaded the same day of the visit — otherwise our system will flag it as missing.
Please also see: