> For the complete documentation index, see [llms.txt](https://fieldworker.gitbook.io/fieldworker-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://fieldworker.gitbook.io/fieldworker-docs/fundamentals/pages/home-page.md). # Home Page Starting (or a landing) page for each user. Your login page and its layout is determined by the business your company is in. The Home Dashboard serves as the primary operational hub for care coordinators, administrators, and field staff. It consolidates scheduling, geospatial task verification, pending approvals, time tracking, and communication logs into a unified view. Depending upon the type of business, the features that your company has subscribed to, and your role, you will have a customized view of the application when you log in. This document provides an overview of key screens and their features.

For a Case management company

Case management is a collaborative process that helps patients and their families navigate the healthcare system to receive the support and services they need. The Fieldworker landing page allows case managers and their admins easy access to tools and functionalities to help their consumers achieve their goals.

For a Support Coordination company

[**The Supports Program**](http://www.state.nj.us/humanservices/ddd/programs/supports_program.html) is a Medicaid waiver program through which adults (21 and older) with intellectual and developmental disabilities who live in a non-licensed setting (typically a family member’s home) can access state services through the [New Jersey Division of Developmental Disabilities](http://www.state.nj.us/humanservices/ddd/home/) (DDD). A **support coordination agency** is a DDD funded service that assists individuals in gaining access to needed programs and state services, as well as needed medical, social, educational and other services.

For a Care provider company

A licensed person or organization that provides health care services. Examples of health care providers include doctors, nurses, therapists, pharmacists, laboratories, hospitals, clinics, and other healthcare centers.

For a Daycare Center

Daycare centers for disabled adults, also known as adult day service centers, provide a variety of services to help older adults and people with disabilities live independently and participate in the community: * **Socialization** - Adult day care centers provide opportunities for socialization with peers and other community members. * **Health and personal care** - Adult day care centers may offer medical services such as physical therapy, occupational therapy, or speech therapy. * **Activities** - Adult day care centers offer a variety of activities, including meals, recreation, and outings. * **Transitional care** - Adult day care centers may provide transitional care and short-term rehabilitation after hospital discharge. * **Relief for caregivers** - Adult day care centers provide relief for family members and caregivers by allowing them to go to work or run errands.

## Home page Here is an example of the landing page for an administrator of a New Jersey-based Support Coordination agency. The page provides access to all functionality subscribed to, and is useful for maximum benefit to a Support Coordination agency. The landing pages for all users share a common structure, with all functionality organized into five areas. The top left corner has controls to log out from the app, and a quick way to check 'What is new' in the current version of the app. The left menu bar contains all functionality that your agency has subscribed to, including all core functionality that the app offers. The top-right corner contains icons or buttons to access common, core functionality provided by the app, available to most users. The main section of the screen contains all the detailed functionality that is most useful for your agency. This area is usually divided into two or more sections providing easy access to key functionality or summary information.

#### Top Header Bar * Organization Switcher: Displays the active organization (e.g., *Analytiq Inc*) with "Powered by FieldWorker" branding. * Global Search Bar: Direct search input to locate clients, projects, or contacts across the entire system. * User Profile & Role Context: Displays the authenticated email, user name, and current role (e.g., *Sami Smithh (Admin)*). * System Utilities & Quick Tools: * Application Switcher / Grid menu * Settings (`⚙`) * Quick Notes / Logs * Help Center / FAQ (`?`) * About / Info (`i`) * Notification Center with an unread badge counter. The left menu can be closed to utilize more space for your main section.

#### Sub-Header & Quick Actions * Dashboard Views / Module Tabs: * `HOME` (Active) * `CASELOAD REPORT` * `TIMESHEETS REPORT` * `DASHBOARD` * `DDD SYNC` (Division of Developmental Disabilities data synchronization) * `SC MANAGEMENT` (Support Coordination management) * `CUSTOMERS` * Primary Action Buttons (Quick Creation): * `+ NEW NOTE` * `+ NEW TASK` * `+ NEW TIMESHEET` * `+ NEW WORKFLOW` * `UPLOAD` Here is a detailed breakdown and functional explanation of the Global Search feature based on the FieldWorker interface. ### Global Search The Global Search bar is a persistent, omnidirectional navigation tool designed to instantly retrieve records from anywhere within the platform. It acts as the ultimate shortcut, allowing administrators and care coordinators to bypass multi-step menu navigation. #### 1. Location & UI Design * Placement: Centrally located in the top application header. It sits between the Organization Switcher (e.g., *Analytiq Inc*) on the left and the User Profile / Utility icons on the right. * Visibility: Because it is housed in the top header, the search bar remains pinned and accessible regardless of which module or dashboard tab the user is currently viewing. * Visual Elements: It features a standard, elongated text input field anchored by a magnifying glass (`🔍`) icon to indicate its function clearly.

#### 2. Functional Scope Unlike a "local" search that only filters the data on the current screen (such as filtering a table of timesheets), a Global Search scans the entire FieldWorker database. Based on the system's architecture, it indexes and retrieves data across core operational entities, including: * Profiles: Customers, Caregivers, Contacts, and User Accounts. * Operations: Projects, specific Shifts, Workflows, and Tasks. * Administration: Forms, Documents, Referrals, and potentially billing identifiers. #### 3. Operational Behavior * Real-Time / Type-Ahead Querying: As seen in your current session (where the letters "an" are typed into the bar), the search is designed to trigger dynamically. As the user types, the system queries the database and likely generates a dropdown list of predictive matches (e.g., pulling up a customer named *Anna*, a contact named *Andrew*, or a project containing the word *annual*). * Direct Routing: Clicking on any of the populated search results serves as a deep link, instantly routing the user away from their current page directly into the detailed profile or record of the selected item. #### 4. User Experience Value The primary goal of the Global Search is frictionless efficiency. If an administrator receives a phone call regarding a specific client or shift, they do not need to click into the `Customers` module, wait for the table to load, and then run a filter. They can simply type the name directly into the top bar and jump straight to the relevant record in seconds. ### Upcoming appointments This section displays the upcoming appointments or tasks scheduled for you. All details about the task, including date, time, and location, are displayed. You can also scroll through all tasks if there are many upcoming tasks.

A dynamic carousel widget displaying the user's next scheduled tasks (up to 5 tasks) paired with integrated geospatial tools. * Task Header & Carousel: Shows the task name, workflow association, and scheduled timestamp. * Interactive Map Card: * Embedded map view showing the task location pin. * Geofence / EVV Actions: Includes a direct `Check In` action linked to the destination address (e.g., *140 East Centre Street, Apt 2, Kearny, NJ*). * Task Information Panel: * Assigned Staff: Name and role designation. * Project: Linked project name. * Client: Associated individual. * Time Remaining / Due Date: Real-time countdown and scheduled date/time. * Task / Service Type: Activity category (e.g., *Home Visit*). * Task Notes: Direct notes field for visit specifics. * Task Actions: Direct buttons to `Reschedule` or `Cancel Appointment`. #### Calendar Widget Positioned alongside the Upcoming Tasks panel for fast scheduling oversight. * View Toggles: Switch between `MONTHLY` and `DAILY` views. * Date Navigation: Month and year navigation arrows (`«`, `‹`, `›`, `»`). * Visual Indicators: * Current date highlight. * Color-coded day markers reflecting scheduled tasks, home visits, and deadlines. ### Approval Tasks A dedicated review queue designed to streamline managerial and supervisory workflows.

* Status Counter: Shows real-time pending approvals (e.g., *1 pending*). * Data Table Structure:


Field	Description
Task	Name, task identifier, and workflow context
Submitted By	Name of the staff member or field worker who submitted the item
Due	Target compliance / review due date
Forms	Embedded link to inspect submitted forms (e.g., View 1 form)
Actions	Quick one-click action buttons: `Reject` and `Approve`

### Timesheets If your agency has subscribed to the Time Management feature, your timesheet entries will be accessible from this control. You can scroll through your time entries for a day, one week at a time. You may also create or edit a new timesheet entry. A weekly time-logging panel providing direct visibility into billable hours and missing logs. * Date Range & Selector: Weekly date range indicator with day-by-day filter chips (`SUN` through `SAT`). * Summary Metrics: * Weekly Scheduled Hours: Total scheduled time. * Weekly Worked Hours: Total approved/logged time. * Empty / Status State: Displays status messaging when no entries are logged for a selected date, accompanied by a primary `+ Add Timesheet` button.

### Recent calls The Fieldworker mobile app can be used to make calls to the clients and automatically record the same for audit purposes. The last 10 calls are displayed in this control. A chronological communication feed tracking client and vendor interactions. * Call Capacity: Displays the last 10 incoming and outgoing calls. * Log Entry Details: * Contact Name and classification (e.g., *Individual*, *Corporation*). * Phone Number. * Duration of call (e.g., *30 minutes*, *1 hour*). * Call direction indicator (e.g., *Outgoing* `↑`). * ISO Timestamp of completion.

### Left Menu Bar The sidebar acts as the primary navigational spine for administrative staff and care coordinators, spanning 17 unnested items: * Home: The operational launchpad displaying high-level widgets (Open/Unassigned Shifts, Caregiver Utilization, Revenue at Risk, Active Shifts map, and Turnover metrics). * Projects: Administrative groupings for agency contracts, multi-program initiatives, or grant-funded service tracks. * Customers: The core client/individual registry containing recipient profiles, service authorizations, and individualized care plans. * Households: Hierarchical groupings for families or shared residential settings (critical for multi-client homes or guardian coordination). * Contacts: Directory of external parties—physicians, guardians, support coordinators, and emergency contacts. * Employees: A staff and direct-care worker registry that manages credentials, certifications, availability, and system roles. * Locate: Real-time GPS mapping and field tracking interface to verify field staff location and dispatch safety. * Create (+): A modal or quick-action trigger embedded directly in the list to rapidly add records (shifts, clients, contacts, or tasks). * Timesheets: Staff hours capture, review, and supervisor approval mechanisms before payroll and claims export. * EVV (Electronic Visit Verification): Mandated visit verification portal logging GPS-stamped clock-ins/outs, location geo-fencing, and recipient/caregiver e-signatures. * Billing: Revenue cycle management dashboard covering service claim generation, invoice tracking, and payer clearinghouse submissions. * Documents: Agency and client document management system for storing medical records, state compliance files, and attachments. * Forms: Form builder and library for state-mandated documentation, Monthly Monitoring Tools (MTs), intake assessments, and custom incident forms. * Referrals: An intake pipeline that tracks inbound prospects from state agencies, hospitals, or families through the qualification phase. * Scheduler: Master calendar view for booking shifts, matching staff to client availability, and handling recurring visits. * Workflows (S): Process automation studio for routing approvals, sending automated caregiver alerts, and handling multi-step tasks. * AI Companion (S): Conversational AI module for summarizing case history, assisting with note generation, and monitoring caseload anomalies.

### The App corner The top-left corner of the landing page is common across all users. Apart from the name of the company, it also lets a user log out from their current session.

The downward arrow icon lets users review the latest set of changes that are introduced to the app. ### The Core Functionality Corner The top right corner of the app provides access to several common core functionalities, generally available to most agencies. Depending upon the role of the users, some of this functionality may be restricted. The current user logged in, and the agency name is listed in the top row. The next few icons provide access to some of the key core functionalities. **Reports** icon opens the Fieldworker Analytics page. Core reports are available to all agencies; however, other specialized reports are displayed based on the subscription. **Settings** icon opens up the Configuration and Customization section. Some tabs and functionality may only be available to an admin user. **Feature Request** lets any user create a new feature request, or review and opine on existing feature requests. **Help** icon opens up extensive user documentation with an AI-powered search to help you resolve any questions or doubts. Information icon mentions the current version of the app and its deployment date. **Notification** tab shows all notifications that may have been sent to the current user.

Lastly, four buttons at the bottom of the top right core functionality corner provide easy access to some very common core functionality. **NEW NOTE** lets a user quickly create a text or audio note and associate the same to a customer, project, and/or task. **NEW TASK** lets you quickly create a task and assign it to an employee, or yourself. **NEW TIMESHEET** allows you to quickly create a new timesheet entry for any employee under your supervision. **UPLOAD** lets you quickly upload a document and associate it to a task, project or customer. ### Support Coordination Administration The top bar in the main section of the landing page for Support Coordination agencies lists key functionality only available to admin users.

### Home - Caseload Report The Caseload report tab shows all your customers and a summary of the mandated tasks that have been completed for the past year.

### Home - Timesheets Report The timesheet report displays all time entries submitted by all your managed employees. The tab also allows access to the customization of the reports as well.

### Home - Dashboard The dashboard tab displays a few key management indicators covering the population under management, visits completed, and any outstanding visits.

### DDD Synch DDD Synch tab is available to all support coordination and service provider agencies in New Jersey. This lets an admin sync data from the state system using a standard export format.

### Recent Notes For a Case management company, the main section of the home page replaces the calls section with a most recent notes section. The appointment section is also minimized by default.

### Scheduler For daycare agencies, the main section brings in the resource view of the scheduler, along with a list of customers present in the facility.

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