Switch Organization
Changes which agency’s visits and patients you see. Always verify the header org before starting documentation.
Schedule View discipline
Filters which visit types appear on Schedule. Does not remove patients from Patients search.
Contact Support vs Help
Use Contact Support for account issues. Use Help & FAQ (mobile) or Admin → Help (web) for workflow guidance.
Logout warning
Signing out removes the encrypted local database. Finish uploads and confirm sync before logout when possible.