Homecare Pro

Learn how to find and manage your tasks in Homecare Pro

Where can I see what tasks I need to complete?

A simple guide to uploading your documents in Homecare Pro

How do I upload a document?

Learn how to complete a quiz assigned by your agency

How do I complete a quiz?

Learn how to view and track the status of your submitted documents

How can I see documents I've submitted?

Learn what to do when you need to update a document that isn't showing as a task

I need to update a document, but I don't see a task for it — what should I do?

Learn what to do if you accidentally uploaded an incorrect document to a task

What happens if I uploaded the wrong document?

Diana Pasos

Find out how to complete tasks and upload your documents

Completing Tasks & Uploading Documents

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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

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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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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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