Fields and resources

Clients

The people receiving care. The client's address and care plan create demand.

Used in steps: 1 Municipal decisions, 2 Care plan

The Visits tab in the client form

Clients

Guide

See how clients, addresses, and continuity fields become demand Caire can schedule.

  1. 1. Add the client to the correct unit.
  2. 2. Check address and active status.
  3. 3. Add continuity data when needed.
  4. 4. Continue to the care plan.

The Visits tab in the client form

Fields and use

FieldLevelWhy it mattersUsed for
Name and active statusFirst scheduleShows which clients should be planned.Schedule selection, lists, and reports.
UnitFirst scheduleConnects the client to the correct team.Schedule creation and local diagnostics.
Address and coordinatesFirst scheduleDefines where visits take place.Routes, travel time, and geographic bottlenecks.
Designated and preferred caregiversBetter metricsGives Caire a clear continuity signal.Continuity metrics and improvement suggestions.

Where it appears

The Visits tab in the client form
The tab lists the client's care plan visits and lets the planner add more.A client's details and visits are edited in the same form. No changes have been saved.