Frequently asked questions

Yes. Upload a spreadsheet and everything is organized and ready to share in minutes. Nobody has to retake anything.

The same day. If your records fit in a spreadsheet, they fit here.

No. It works in the browser on any phone, tablet, or computer. Sign-in uses a one-time code sent by text or email, so there are no passwords to remember.

Based on permissions you set:

• Clock in and out.
• Plan each week's shifts so every shift has someone working.
• Keep a record of every fire, disaster and dementia drill.
• See every date coming up in one list.
• Keep every licensing visit and your own self-audits.
• Keep track of supplies and what to buy.
• Keep every call about a bed, and who sent them.
• Keep each worker's hiring papers and see what ends soon.
• Ask for time off and see who is away.
• Print a hospital transfer packet in one tap.
• Print a downtime binder so care goes on if the internet goes out.
• Keep resident logs.
• Mark doses given, refused or held, as they're due.
• Give as-needed doses, with the reason and how it helped.
• Count medications at shift change and track pharmacy deliveries.
• Write shift notes and daily logs, with monthly reports.
• Report incidents, with an urgent text when it can't wait.
• Do move-in paperwork.
• Write care plans.
• See every resident's vital signs and changes in one place.
• Keep every resident's appointments on one calendar.
• Keep each hospice team's contacts, visits and papers with the resident.
• Keep each resident's Medi-Cal waiver renewals, coordinator and rides in one place.
• Keep each resident's cash, purchases, receipts and valuables.
• Sign visitors in and out, and residents out and back in.
• Move a resident out, with their notice, medications, belongings and money.
• Make, approve, share and take training.
• Import and organize records.
• Share records with an inspector.
• View, share, and print records.

You choose who can do what, with a few clicks.

Only if they want texts. Each person adds their own cell number and agrees on that screen. Texts are sign-in codes, clock-in confirmations and alerts, never anything about a resident.

Yes. The owner can set up a tablet in the house. Each person taps their name and enters their own 4-number PIN. Everything they write is under their name. Staff can also use their own phones.

Yes. Staff fill the Unusual Incident/Injury Report (LIC 624) in Resident logs. The owner reviews it, prints it or saves it as a PDF, sends it to licensing, and marks the day it was sent. A copy stays in the resident's file.

The state forms are filled in for you from what you typed once. Your own admission papers are uploaded once and used for every new resident. Everything is signed and kept with the resident.

Yes. You write each resident's care plan on the state's form. Every change is kept as a new version, and the plan is signed and kept with the resident.

Yes. Turn a handbook, policy, or handout into a short interactive quiz. Everyone who finishes gets a record, filed automatically.

Yes. Keep records for a location or an asset beside your team’s.

Only what you choose. Share a whole binder with a link or QR code, with names shown in full, shortened, or hidden.

Yes, with no account. Names stay hidden unless you open an audit, and every audit and every view is written down for you.

Anytime: one record, or a list for a whole binder.

$2,499 per location for the first year, then $999 each year after, for unlimited logs and records. Sign is included, so you can sign documents online. However many people work there, the price is the same.

Each site you operate is one location, and everyone who works there is included.

Anytime.

Yes. Our free hands-on training checklist lists every skill a new staff member is shown, practiced and signed off on. Print it, or keep every sign-off on file in My Record Locker.

Please read our Terms of Service and Privacy Policy.

Your completion records stay verifiable for their full retention period, so links you’ve handed out keep working. Ask us for an export of your workspace before you go. Resident logs close on their own schedule: you download them, and on day 30 we remove them.

You can close Resident logs in Settings. For 30 days you can cancel and keep going. During that time, download your records: a file for your home and one for each resident. On day 30 we remove them from our systems.

Records are kept private and backed up. You choose how long training records are kept.

Nothing. It’s yours. We don’t sell it, advertise against it, or track your people around the web.