WholeVisit help

This site is for everyone who uses WholeVisit: coordinators building the rota, support workers at the door, and registered managers answering for the record. It covers what each screen does and what happens when you use it.

The sections

• Getting started covers what WholeVisit is, the six roles, signing in and your dashboard.
• The rota covers the week, day and month views, seating people on visits and publishing.
• Rota suggestions covers what the platform offers when a place opens, and how to apply or put a suggestion away.
• At the door covers check-in, the checklist, medication and check-out.
• Clients covers the client record, care plans, care schedules and the care team.
• Leave covers requesting leave, approving it and what it does to the rota.
• Alerts and incidents covers the alerts inbox and reporting an incident.
• Reports covers timesheets, performance, quality, medication and retention.
• Settings covers your organisation’s week, closed days, team and roles, and your own profile.
• Compliance covers the audit trail, retention, subject access and what WholeVisit does not claim.
• Keyboard covers the command palette and the rota grid keys.
• Changelog lists what has changed.