Homecare Pro

Welcome to your Homecare Pro Dashboard

Creating a System Run Registry Task in Homecare Pro

Updating Caregiver Documents

Creating a New Signature Task

Introduction to Editing an E-Signature Template

Streamline Your Onboarding Process with Pre-Filling Features in Signature Tasks

Managing E-Signature Packets

E-Signature Packet Generation for Caregiver

Assigning Packets to Caregivers

Creating and Managing Packets

Learn how to add a new manager to your agency account

How do I add a new manager

Ben Johns

Demo Video Library

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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