Care Continuity

Help articles

Every answer from the in-app Help centre, on one page. For step-by-step setup see the setup guide; for "what if this happens" see the what-if answers.

Getting started

How do I set up my agency in 15 minutes?

1. Create your agency account (New agency? Create account) and verify your email.

2. Open "Your agency" and add your agency name, logo and colour theme.

3. Add your clients (Clients, then + Add client). Fill in the service address; the map location is found automatically.

4. Add your workers (Workers, then + Add worker), including their daily hour limit.

5. Invite workers, clients and staff from Invitations and Agency team. They receive an email to create their own password.

6. Create your first shift from Schedule, then + Create shift.

How does the free trial work?

You get 14 days free with full access and no payment details. When it ends the account becomes read-only so you can still see and export your data. Contact support@mydoller.com to continue.

What can each role do?

Agency owner: everything, including the agency team, logo and theme.

Manager: clients, workers, schedule, replacements and invitations.

Payroll: financial drafts and the attendance log.

Worker: sees only their own visits and uses Reached / Leaving.

Client: sees only their own upcoming visits, when the portal is enabled.

Clients and workers

How do I add or deactivate a client?

Go to Clients and choose + Add client. A new client starts as a draft or active depending on the form. Use Inactivate or Archive when care ends. Upcoming visits must be resolved first so nobody is left unserved.

How do I let a client see their schedule?

Open the client, choose Enable portal, then send an invitation from Invitations. Use Preview client portal to see exactly what the client will see before inviting them.

How do I record worker leave?

Go to Workers and choose + Record leave. Care Continuity then looks at that worker’s visits and prepares replacement drafts for you to approve.

Scheduling

How do I create a shift?

Go to Schedule and choose + Create shift. Pick the client, worker, date and time. Shifts are whole hours and respect daily limits and travel time.

What does Familiar backup / New worker mean?

Familiar backup means this worker has visited this client before, so care stays consistent. New worker means this worker has not served that client yet. The continuity rate shows how often clients keep familiar faces.

How do replacement drafts work?

When a worker is away, the app ranks available backups, preferring workers the client already knows. Nothing changes until a manager or owner approves a draft. You can also reject a draft.

Attendance and location

How do workers record attendance?

Workers open the app on their phone and tap Reached at the client’s home and Leaving when they finish. The phone location is read only at those two taps and compared with the client address.

A worker cannot tap Reached. Why?

Location permission is probably blocked. In the phone browser settings for care.mydoller.com, set Location to Allow, then reload. Location is never tracked in the background.

Why does a client say the location is not set?

Open Clients and choose Update location from address. Check the address includes street, city and province or state. Address lookup uses OpenStreetMap.

Where can I see where a worker was?

Owners, managers and payroll can open the Attendance log. Each row shows time, accuracy, distance from the client and a map link.

Accounts and sign-in

I did not get my invitation or reset email

Check spam or junk and wait a few minutes. Emails come from no-reply@mydoller.com. Ask your owner to resend an expired invitation, or use Forgot password on the sign-in page.

How do I change my password?

Sign out, choose Forgot password and follow the email link. Reset links expire, so request a new one if yours does not work.

Billing and privacy

How do I export my data?

Use the Export button on Schedule, Clients and Workers for CSV, Excel or PDF. On a phone, open the app on a larger screen for exports. For a full export, email support@mydoller.com.

How do I delete my agency’s data?

Email support@mydoller.com from the owner’s address. We close access and delete records within 90 days, or sooner on request.

A worker or client wants to see or correct their information

Their agency controls the record. Ask the agency first. If they cannot reach it, they can email support@mydoller.com and we will help route the request. We aim to reply within 30 days.

What are the plans?

Starter US$29.99 per month (up to 5 workers), Growth US$79.99 per month (up to 15 workers), Pro US$149.99 per month (up to 40 workers). See the Refunds page for cancellation terms.

Who do I contact?

Email support@mydoller.com. We aim to reply within two business days (Monday to Friday, Mountain Time). Include your agency name, role, and what happened.