0:53
Signing in
For clients and family members.
First Support EMR › Help and how-to videos
Help & training
Help and how-to videos
Every help video for the app in one place: short how-tos on an iPhone, an Android phone and a computer. Pick who you are.
Open Help from your agency's appSign in to your app and tap Help: the videos for you open here, no extra password. Trouble signing in? These two show how.
0:54
Your dashboard
What's due, your paperwork and your visits.
1:13
Filling in and signing a form.
On an iPhone, an Android phone or a computer.
0:33
Your schedule and asking for a visit
Seeing who's coming, and asking for changes.
0:32
Vital signs
Readings from every visit.
0:35
Paying your bill
What's due and your payment history.
0:33
Messages
Talking to your care team.
0:52
Your account
Password and your details.
0:57
Signing in and turning on reminders
On an iPhone, an Android phone or a computer.
0:59
Your dashboard
Everything waiting for you, in one place.
3:02
Clock in, write the visit note, clock out.
The same on an iPhone, an Android phone or a computer.
1:07
Missed a clock-in? Log it by hand
And clocking in for a visit that's not on your schedule.
0:38
Your schedule and open shifts
Seeing your week and picking up more hours.
1:04
Paperwork: uploading and signing
Certificates, tax forms and agreements.
0:29
Training and certificates
Your agency's caregiver training and knowledge check.
0:43
Messages and reporting an incident
Talking to your office, and what to do if something goes wrong.
0:29
Pay stubs and tax forms
Paychecks, direct deposit, W-4 and W-2.
0:55
Your account
Text reminders, password and leaving.
2:16
Getting started.
Signing in, the dashboard, and where everything is.
1:18
Your agency profile
Name, signer, logo and the features in your plan.
2:16
Adding and managing clients
Intake, family, care needs and paperwork.
1:43
UAI and Medicaid forms
From the assessment to the MCO package.
1:52
Caregivers, nurses and office staff
Adding people, applications, paperwork and credentials.
1:44
Scheduling visits
The calendar, repeating visits and finding a caregiver.
1:31
Visits, notes and EVV
Checking what happened, and fixing what didn't.
1:02
Documents and forms
Templates, sending, and signing for the agency.
1:49
Editing your forms
Your wording, your questions, your new forms.
1:42
Billing
Rates, invoices, card payments and Medicaid claims.
1:12
Connect Stripe
Let clients pay invoices online by bank or card.
1:39
Payroll and tax forms
Pay periods, pay runs, W-2 and 1099.
1:22
The pay calculator
Take-home pay and your cost, before you agree a rate.
0:58
Messages, chat, fax and Phone Book
Talking to clients, families, caregivers and doctors.
1:17
Insights and compliance
What needs attention, money and demand.
0:57
Client requests and incidents
Extra visits, changes, and anything that went wrong.
1:02
Onboarding follow-ups
Paperwork people sent that the office hasn't confirmed.
0:41
When someone leaves: deactivate
Clients, caregivers and nurses.
0:50
Two-step sign-in
A code from your phone, as well as your password.
1:12
Import, audit log and remote help
Switching from another system, and helping people.
0:54
Getting help with the app
Call or text us, or send a help ticket.
Step-by-step guides for the agency administrator: what to set up, where, and in what order. Start with Getting started.
Getting started: your agency's setup
The checklist, agency profile, contracts, email, rates and people, in order.
Open the guide · 5 pages
Email: your sending mailbox
The mailbox invitations, password resets, documents and invoices go out from.
Open the guide · 2 pages
Medicaid claims setup
Your enrollments, the numbers to enter once, how each plan gets its claims, and the first claim.
Open the guide · 3 pages
Fax: FAXAGE
Open a FAXAGE account, connect it in the app, and have new faxes arrive on their own.
Open the guide · 2 pages
Online payments: Stripe
One button: connect your Stripe account, and clients pay invoices online by bank or card.
Open the guide · 2 pages
Text messages and phone clock-in
One-tap texts from your company phone, optional automatic reminder texts, and the phone clock-in line.
Open the guide · 4 pages
Hiring: caregiver applications
Open your application page, link your website to it, and test one application.
Open the guide · 2 pagesNothing found. Try another word, or ask your agency.
The screens are a fictional demo agency. Your agency's own name and logo appear in your app. Questions? Ask your agency, or email [email protected].