Get to know your clients through their CareCade profiles. Access important information about their needs, preferences, and care plans to provide personalized, effective support.

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Accessing Client Information

From the Clients Tab

1. Tap Clients in the bottom navigation
2. View your assigned clients
3. Tap any client to see their profile

From an Appointment

1. Open the appointment
2. Tap the client's name
3. View their full profile

From Dashboard

Quick access to recent clients:

1. On your dashboard, see recent clients
2. Tap to view their information
3. Jump directly to profiles

Client Profile Overview

Basic Information

The profile shows:

• Name and photo
• Age and date of birth
• Contact information
• Emergency contacts
• Primary address

Care Information

Important care details:

• Diagnosis/conditions
• Medications
• Allergies
• Mobility aids used
• Communication needs

Preferences

Personal preferences include:

• Daily routines
• Food preferences/restrictions
• Activity interests
• Communication style
• Special notes

Care Plan Information

What's a Care Plan

The care plan outlines:

• Service goals
• Activities to support goals
• Frequency of services
• Special requirements
• Progress indicators

Viewing Care Plan

Access care plan details:

1. Open client profile
2. Go to Care Plan tab
3. Review goals and interventions
4. Note any updates

Working with Goals

Each goal shows:

• Goal description
• Interventions/activities
• Target outcomes
• Current progress
• Your role in supporting

Emergency Information

Always Know

Before visiting, note:

• Emergency contacts - Who to call
• Medical alerts - Critical health info
• Allergies - Medication, food, environmental
• DNR status - If applicable
• Hospital preference - Where to take them

Where to Find

Emergency info is highlighted:

• Top of profile
• Marked with red alerts
• Quick access cards
• Review before each visit

Daily Routines

Understanding Routines

Many clients thrive on routine:

• Morning sequence
• Meal times
• Medication schedule
• Activity preferences
• Bedtime routine

Documentation in Profile

Routines documented include:

• What time they wake
• Personal care preferences
• Meal preferences
• Activity schedule
• Rest periods

Why It Matters

Following routines:

• Reduces anxiety
• Improves cooperation
• Maintains health
• Shows respect
• Builds trust

Communication Preferences

How to Communicate

Some clients need:

• Simple, clear language
• More time to respond
• Visual aids
• Written instructions
• Specific approaches

Documented Preferences

Profile notes:

• Hearing or vision needs
• Language spoken
• Communication aids
• Best approaches
• Things to avoid

Building Connection

Good communication:

• Be patient
• Listen actively
• Confirm understanding
• Respect their style
• Adapt to their needs

Special Considerations

Medical Needs

Be aware of:

• Chronic conditions
• Recent health changes
• Medical equipment
• Monitoring needs
• Warning signs

Behavioral Considerations

Some clients have:

• Anxiety triggers
• De-escalation preferences
• Behavioral supports
• Safety protocols
• Positive approaches

Physical Limitations

Understand:

• Mobility level
• Transfer requirements
• Pain areas
• Endurance limits
• Assistive devices

Family and Contacts

Key People

Profile lists:

• Family members
• Emergency contacts
• Case managers
• Healthcare providers
• Other professionals

Contact Protocols

Know when to contact:

• Emergencies - Call 911, then emergency contact
• Concerns - Contact supervisor or case manager
• Updates - Per organization policy
• Routine - As directed

Building Relationships

With families:

• Professional but friendly
• Respect their role
• Communicate clearly
• Report accurately
• Maintain boundaries

Notes and History

Previous Notes

Review past documentation:

• Recent service notes
• Health changes
• Concerns noted
• Progress made
• Staff observations

Why Review

Before each visit:

• See what happened last time
• Note any ongoing issues
• Prepare for needs
• Ensure continuity
• Be informed

Preferences and Favorites

Personal Preferences

Documented likes and dislikes:

• Foods enjoyed/avoided
• Activities preferred
• Music, TV, hobbies
• Social preferences
• Environmental preferences

Using This Information

Apply preferences to:

• Meal preparation
• Activity planning
• Conversation topics
• Environment setup
• Personal care approach

Updating Information

What You Can Update

Depending on permissions:

• Notes from your visit
• Progress on goals
• Observations

What Requires Admin

Contact administrator for:

• Contact info changes
• Care plan updates
• Medical information
• Major changes

Reporting Changes

If something changes:

1. Note in your service notes
2. Inform your supervisor
3. Update relevant documentation
4. Follow up as needed

Confidentiality

Protecting Privacy

Client information is:

• Confidential
• Only for providing care
• Not to be shared casually
• Protected by law

Your Responsibility

• Don't discuss clients with others
• Keep phone secure
• Log out when not using
• Report privacy concerns

Tips for Success

Before Each Visit

1. Review profile briefly
2. Note any updates
3. Check special needs
4. Prepare accordingly

Building Relationships

1. Remember personal details
2. Show genuine interest
3. Be consistent
4. Respect individuality

When Unsure

1. Ask the client when appropriate
2. Check documentation
3. Contact supervisor
4. Err on side of caution

Related Articles

• Writing Service Notes
• Contacting Clients
• Viewing Your Schedule