Short answer
Open Scheduling and choose Customize. Pick a section on the left, such as Visit fields, Tasks & ADLs, Vitals or Notes, and change it. The preview shows the caregiver’s phone, the office’s visit details and the calendar card as you edit. Choose Review to see every change in plain words, then Save now.
Step by step
- Open Scheduling and choose the Customize tab.
- Choose a section on the left, such as Visit fields, Tasks & ADLs, Vitals or Notes.
- Make your changes and watch the preview on the right (or choose Preview on a smaller screen).
- Choose Review to see every unsaved change in plain words.
- Choose Save now.
Good to know
- Nothing is saved until you choose Save now. Leaving the page or switching tabs with unsaved changes asks first.
- Vitals and Notes save with their own Save buttons, and the bar tells you when one of them has unsaved changes.
- If someone else saves the caregiver app while you edit, AveeCare tells you and offers to reload the saved version instead of overwriting their work.
- Your own ADLs: Tasks & ADLs keeps your agency’s ADL library, offered beside the standard ADLs when the office adds an ADL to a client.