Short answer
The activity feed on the Activity page and the dashboard's Recent Activity block shows who did what: visits scheduled, moved, canceled or reassigned, notes with their first lines, clients and caregivers added or changed. New rows arrive on their own. Pick a view such as Visits & schedule, Notes, My clients or Needs attention, or open the filters to narrow it by When, Type, Done by, Client, Caregiver and Office. Click a row to open the visit or profile it is about.
Step by step
- Open Activity in the left menu.
- Pick a view at the top of the feed: Everything, Visits & schedule, Notes, My clients or Needs attention.
- Open the filters to choose When (Today, Yesterday, Last 7 days and more), Type, Done by, Client, Caregiver or Office.
- Under Show, turn on Hide my own actions to see only what others did.
- To keep these filters, choose Save these filters as a view and name it.
- Click a row to open the visit or profile, or open it to read the whole note and comments.
Good to know
- Who sees it: office staff only. Caregivers and clients never see the activity feed.
- Colors and icons: each type of change has its own icon, and each group (visits, notes, people, alerts) has its own color.
- Needs attention collects today's visit problems, such as visits that have not started, late clock-ins and no-shows, plus incident reports.
- Small details such as task check-offs and medication passes are hidden unless you turn on Include small details under Show.
- Post update lets office staff share a note with the team and comment on any row, if your agency has team posts turned on.
- Nothing showing? Check the When filter and the office picked at the top of the page. Your agency may also have turned some types of change off in Settings.