Update and View Client Profile

Update and View Client Profile

Every client in the SmartCare system has a client profile attached to them. To view and update these client profiles, follow the instructions below.
Make sure that every section is accurate and up to date. Along with pinning each client's location for best GPS perimeter clock in and clocks out. 

1. Navigate to the Client Management section of the site through either the quicklink on the main page or through Menu>Clients>Client Management.
2. On the Client Management page, click the profile picture of the client whose profile you want to update. This opens their client profile.
3. There are multiple profile sections to the right of each section. Click on the section titles or click the Toggle Section Visibility option on the right side to view each section in its entirety. 
      
NOTE: If you would like that section to open automatically when you visit that client's profile select the disc save option when that visibility is opened. 

4. You can edit sections and fields that have a yellow or blue pencil icon. Click on the pencil icon to edit a section, and save your changes by clicking the green Save button if needed.
NOTE: Some edit changes will not require a save and will automatic once selected or deselected from user. 

5. When in the Priority Info section there is a search option to find certain fields faster. To search, type in words of the field you are looking for fast and it will jump to that field to edit or update.



    • Related Articles

    • Client Deposits vs Service Deposits

      The difference between Client Deposits and Service Deposits is noted below: Client Deposits: Client Deposits are located in the clients profile under the Accounting section. NOTE: When adding a client deposit this is just for reference. It will not ...

    • Upload and/or Rotate Profile Picture

      Changing your profile picture in SmartCare is quick and easy, and will help your clients and other users more easily identify you, strengthening your relationship. Simply follow the steps below: Go to the My SmartCare homepage page by clicking the ...

    • Emergency Profile Editing

      Personal Profiles should be updated to reflect changes in a caregiver’s life. Editing the Emergency Profile section is necessary when changes are made to your emergency information. Follow the steps below to change emergency information. 1. From the ...

    • Change/Update Password

      Changing your password yourself in Smartcare is quick and easy, simply follow the steps below: Go to the My Smartcare page by clicking the logo in the top left corner of the screen. Once on the My Smartcare page, click the key icon Change Password ...

    • Create and Edit Personal Profile

      Creating a Personal Profile on SmartCare is easy and a necessary part of being a caregiver. To do so, follow the steps below. 1. From the SmartCare homepage, scroll down to the Tools and Forms section and locate the Personal section. 2. In the ...