7 guides
Insights & communication
Use dashboards, progress signals, messages, debriefs, and care journeys responsibly.
Dashboard widget guide
Understand the available dashboard widgets and the controls shared across the workspace. 6 min read
Analytics and care review
Use progress signals, assessments, journals, conversations, and activity completion in context. 5 min read
Use Client insights
Find the selected client’s plan, shared activity data, progress views, and provider notes. 5 min read
Use provider-client Mail
Start conversations, send messages or activity cards, manage drafts, and understand connection limits. 5 min read
Review Care Journeys
Use the client universe, journey stages, review flags, and check-in timing to organize follow-through. 5 min read
Customize, generate, and review client debriefs
Choose the sections, measures, care signals, and AI request for each new debrief, then verify the result. 6 min read
Use automated insights and risk signals responsibly
Review generated summaries in context and respond to concerning signals through the practice’s established process. 5 min read