A Guide to Using Homecare

The Homecare feature on the StoriiCare dashboard allows you to manage, monitor, and report on all home care visits completed through your organization.

This feature is synced with the HomeCare App, available for download on both the App Store and Google Play Store.

💡 Note: The HomeCare App works offline, ensuring that staff can record visits even without an internet connection. Data will sync automatically when the device reconnects.

Within the Homecare feature on StoriiCare, you’ll see a high-level summary of all visits, including:

• Number of visits that day

• Number of visits that week

• Number of visits that month

• Total number of visits

To refine what you see, use the dropdown menus to filter visits by specific staff members or clients.

Clicking into a visit displays all information recorded during that visit, such as:

• The client's name (who the visit was with)

• The staff member(s) who checked in

• Date and time of the visit

• The client’s reported mood or well-being

• Summary notes from the visit

• Tasks completed

• Address & EVV (Electronic Visit Verification)

• Staff signature

To make changes to a visit, open it and click the three dots (⋮) in the top-right corner.

From here, you can:

• Edit visit details

• Delete a visit

• Print the visit summary

If a visit needs to be added due to a technical issue or missed check-in, you can manually create one:

1. Navigate to the Homecare page.

2. Click Add Visit.

3. Enter the relevant visit details.

4. Click Save to log the visit.

You can easily export visit data for reporting or auditing purposes:

1. From the Homecare dashboard, click Exports (top-right corner).

2. Enter your desired date range.

3. Optionally, filter by specific clients or staff members.

4. Choose your preferred format — CSV or PDF — and download the report.

To configure how data appears in the HomeCare App:

1. Click the Homecare Settings icon (⚙️ cog/wheel).

2. From this page, you can adjust which fields and task types are visible in the app.

   

The following fields appear within a client’s profile view in the app:

• Address

• Access information

• Phone number

• Contact 1

• Contact 2

You can link these fields to the appropriate Face Sheet fields in StoriiCare to ensure the correct information is displayed in the app.

The HomeCare App uses task type categories rather than individually assigned tasks.

🧠 Important: Tasks assigned in the main Tasks feature on StoriiCare do not appear in the HomeCare App, but Tasks completed in the HomeCare App do appear as Completed Tasks in the Tasks feature on StoriiCare.

Example Tasks from a HomeCare Visit:

The tasks in the screenshot above appear in the Tasks feature:

Instead, staff can select from predefined task types during their visit to indicate what they completed.

For example:

Shower • Toilet Support • Dress • Medication • Lunch • Laundry • Take Out Garbage

Administrators can customize and manage these task types and categories directly from the Tasks feature on StoriiCare.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.