🧭 Compass Cabinet

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Compass Cabinet

Compass Cabinet

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Staff logins are created by your Director inside the app.

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This sets which modules and terminology turn on for your organization.
Choose all that apply. Each one adds its own standards and requirements. You can change this later in Settings.
Applied to your subscription when you upgrade from the free trial.
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🏡 Foster Parent Portal

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Compass Cabinet

Compass Cabinet

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❓ Help & FAQ

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🖥️ Display preferences

Choose how lists of youth, staff, and foster homes look for you. This is your own choice, it doesn't change what anyone else sees.

Care
Compliance & reports
Billing
Team
💬 Staff messages (staff only · kept for 7 days)

🏠 Home

📅 Today's schedule
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💬 Staff messages (staff only · kept for 7 days)

Staff

🕒 Timesheet

Built from staff shift clock-in / clock-out. The export downloads completed shifts as a CSV you can import into your payroll system.

🌴 Time off

Request time off for yourself; a scheduler approves or denies it. Approved time off warns the scheduler if they try to put you on that day.

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🚗 Mileage reimbursement

Request reimbursement for personal-vehicle miles driven for work; a supervisor approves or denies it.

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🗓️ Schedule

Drafts (dashed) are visible only to you until you Publish. Publishing makes the week visible on each staff member's own Schedule tab.

Your published shifts. Times are set by your supervisor.

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🏡 Foster Homes

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🗓️ Attendance

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🎨 Activities & Programs

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⚠️ Behavioral Incidents

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💵 Billing

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💊 Medication Admin

🕐 Operation time:
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Every medication across the agency at or below the pills/units on hand you choose, one list, not split by youth. Print sends the whole-agency list to the pharmacy (youth, Medicaid # and DOB are included on each row).

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📈 Quality board

What your Quality Assurance and Improvement Plan says you measure, measured. Look at what moved, decide one change, give it an owner, and check it again next quarter.

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Reports

Operation-wide reports. Date-based reports cover a maximum of 90 days at a time.

Placement days by placing source

Total days each youth was placed during the date range, summed across everyone from the sources you pick. Two youth placed 30 days each show as 60 days. Estimated billing uses current contract rates.

Placing sources
Levels of care (all if none ticked)
T3C Annual Report

Builds the DFPS T3C Annual Report Workbook numbers (referrals, admissions, discharges, disruptions) from your records for a reporting period, plus a referral log to feed it going forward.

Provider details
Catchment areas contracted to serve
Referral log

Log every T3C referral as it comes in. Only referrals logged here can be counted; a period before you started logging should be reported as "Not Tracked" on the workbook.

Generate the report

Compliance

💵 Payments

💰 Finances

Owed is calculated automatically from each youth's placement days and their placing-source rate. Enter what actually came in each month to track collections and see the variance.

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📘 Operational policies

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🔎 Investigation

Open investigations

Track something being looked into from open to close: who's assigned, what was found, and the outcome.

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Investigation packet and timeline

📦 Investigation packet: pick a youth, a date range and the records you need (service plan, safety plan, medication log, incidents, behavior reports, daily notes, therapy notes, clothing inventory, uploaded documents, and more) and download them all at once. 🔎 Build timeline: pick a youth, then choose a window (up to 14 days) to merge shifts, night checks, medication, incidents, EBI events, and Daily Notes into one sorted timeline.

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🗄️ Document Repository

Somewhere to put the files you already have, including everything exported from a previous system. Upload as many as you like at once and call each one whatever you call it. A file can be left as a general record or filed against a child.

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📅 Calendar

Everything on one calendar: appointments logged on a client's record appear on their day, and organization events (a party, a staff meeting, a training day) sit alongside them. Click any entry to see the time, place and number, or to change it.

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📝 Sessions

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📈 Outcomes

Choose a client.

🎯 Goal data

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🧑‍💼 Day & employment services

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🩺 Health tracking

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🧩 Behavior support

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👛 Personal funds

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🛏️ Census

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💵 Medicaid billing

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🗓️ Appointments

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📹 Telehealth

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💵 Billing

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🌙 Night Log

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📖 Ask the Standards

🕊️ Aftercare

A child's file stays open for the whole aftercare period, with somebody named as responsible for it. Everyone discharged is listed underneath, and their records are retained after discharge.

Everyone discharged is listed here, and their records are retained after discharge.

Who is owed contact
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Settings

← Back to all youth

🎂 Date of Birth
📅 Age
🧭 Developmental age
🏷️ Level of Care
🧭 Tier & Service Package
🏛️ Placing Source
💵 Daily Rate
🆔 Medicaid ID
🛏️ Room
🍎 Allergies
👤 Caseworker
📞 Caseworker Phone
✉️ Caseworker Email
🩺 Treatment service / DSM-5 diagnoses
📋 Admission record, health & safety
📝 Foster-parent reports required
🗂️ CPA report frequency
🗓️ Adult day care
👪 Family / guardian
Family, parents & siblings
Discharge summary
← Back Serious Incidents & Unauthorized Absences
← Back Operation Incident Report

Select Youth

Add New Youth
The agency that placed this child. The plans, deadlines and reports follow it.
The package the caseworker selected for this child. Billing follows it automatically, starting on the admission date.

Which reports the foster parent must submit. Change this anytime from the child's facesheet.

Edit Youth Facesheet
JPG, PNG, GIF or WebP, up to 5MB. Saved with the facesheet.
Admission record, health & safety
Preview, how staff will see this form
Log an inspection or investigation
What closes this item?

This closes on the record that satisfies it, not on a tick.

Video appointment
00:00
Waiting for the client…
Session note
Rate each goal you worked on. The rating is saved against this session and is what the progress chart is built from.
Choose a client.
Administer measure

Appointment completed

Record an appointment

Optional, the appointment can be logged before the letter arrives.

Add a medication
Consent (required before administering)

Or attach a signed consent document from the medication list after saving. A medication without consent raises a to-do for supervisors and the case manager.

Pick your operation's med rounds, or Custom for any other time. These are what a dose is judged late against.

A participant goes home at night: doses timed outside their hours at the center, and doses on days they are not here, are not on the center's med pass and never go late.

Leave blank if you are not counting this one. Once set, every dose, spill and refill adjusts it.

Changing the name, strength or quantity per dose is a dose change: the authorization on file is unlinked and a new one is needed. The count is changed with the Count button, not here.

Print monthly medication records

Choose the youth to print. Each youth prints on their own page(s).

Record a dose,

A dose that was not given needs the reason, it is what a review and the prescriber will ask for.

Count,

Currently on hand:

Enter the total you physically counted, not the difference.

Required. A medication that goes missing without an explanation is what this record exists to prevent.

Count history,
Add a service plan

Prefer to fill the built-in template instead.

This operation completes the preliminary plan from the built-in template.

Already have a completed plan on hand? Upload it instead.

Safety plan
Acknowledgments
Record a group training

Enter the session once and check off who attended, it is filed to each person's record so you don't have to open them one by one. You can attach one certificate for everyone after saving.

Update, Unauthorized Absence

Record each party you contacted. At least one is required.

This adds a return addendum to the report. The total time gone is calculated from when the absence began on the report.
Shift started, today's briefing

Serious incidents and behavior reports logged today, so you're caught up before you start.

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Rooms

Click a room to expand it and see who's assigned. Several can be open at once.

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Assignments,

Who is responsible for this youth in each role. Assigned staff are who safety-plan acknowledgments can be limited to, and who reports route to.

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Monthly Report,

The facts staff entered this month, gathered for the Treatment Director's review. Each figure links to its records.

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Report Serious Incident

Choose a staff member and their role fills in. For someone not in the system, choose "Other" and type the name and role.

If another youth was involved, add them below. Pick a youth in this operation's care, or choose "Other" for a youth not in this operation's care and type their name.

When checked, Law Enforcement, the Abuse & Neglect Hotline, and the Caseworker must all be notified immediately (no grace period).