At the door

This section is for support workers using WholeVisit on a phone at a client’s home. It covers what is on the screen, where your visits are, and where you record what you did.

The tab bar

At the bottom of the screen there is a row of five buttons. Yours are:

“Dashboard”, your day
“My week”, your seven days
“Clients”, the people you visit
“Leave”, your requests and your allowance
“Menu”, the rest of the app, including “Incidents”, “Alerts” and “Timesheets”

The button you are on is darker than the others. “My profile”, where your leave and your own details live, is behind your photo in the top corner of the screen.

“Menu” opens a panel from the right. It is headed “Menu”, and under that is the name of the organisation you are working in, so you can tell at a glance which one these pages belong to. The same panel is behind the menu button in the header when the window is too narrow for the full navigation.

Dashboard

“Dashboard” opens on today’s date. First comes a card called “Next visit”, with the client, the times and the address, and its own “Check in” or “Check out” button, so the day can start without opening the week. Then “You”, where you stand on call and on leave. Then a card called “Today”, described as “Your next visit first, then the rest of the day.”

Each row is one visit. It shows the client’s photo and name, the planned times, and a badge. The visit you are heading to next is marked “Next” and the rest are marked “Later”. Tap the row to open the visit.

If you have nothing booked, the card says “Nothing on today. Enjoy it.”

My week

“My week” shows your whole week. On a phone it shows one day at a time with a strip of seven days across the top. On a larger screen it shows all seven days side by side.

Only published visits appear here. A visit a coordinator is still working on is not shown to you.

See My week and Today for the day strip and the status words.

The visit sheet

Tapping a visit opens the visit sheet. On a phone it rises from the bottom of the screen. It holds, in order:

The client’s name and photo, the date and the planned times.
Anyone else on the visit, under “With”, or a “Double-up” badge when the second person is not yet assigned.
The office’s note for this visit, marked “From the office”, when there is one.
The address, the phone number (tap to call), the contacts the record marks for the door — name, relationship, number to tap — then where resuscitation stands, how to talk with them if anything is recorded, and the access note.
Allergies, in red, if any are recorded.
The handover: the note the last person to visit this client left when they checked out, with their name and when. Only there when somebody left one.
The task list for this visit.
The medicines for this visit.
One button at the bottom: “Check in”, or “Check out” once you have arrived.

The resuscitation line is on every visit, whether or not a form exists. When one does, it reads “DNACPR in place”, “ReSPECT form in place” or “For resuscitation”, in bold. When nothing has been recorded it reads “Not recorded” in grey — which means exactly that, and never that there is no form. If you need to know for certain, ring the office.

The platform holds what the record says about resuscitation. It does not make the decision, and the form itself travels with the client.

In the top corner of the sheet there is a “Report incident” button and a close button.

Your updates

The navigation has “Alerts”, which for you is your own post: your week being published, a visit of yours changing, an answer to a leave request. Your dashboard says how many are waiting.

Each row carries “Mark as seen”. You are not asked to write anything.

Nothing there names a client — a visit row gives the day and the time and a link, so a glance at your phone tells a stranger nothing.