🧭 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.
Applied to your subscription when you upgrade from the free trial.

🏡 Foster Parent Portal

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Compass Cabinet

Compass Cabinet

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For your security, choose a new password only you know. Your temporary password was set by an administrator.

At least 12 characters, with at least one letter and one number.

❓ 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)

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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🗄️ 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.

🛏️ 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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🕊️ 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.

Who is owed contact
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Settings

← Back to all youth

🎂 Date of Birth
📅 Age
🧭 Developmental age
🏷️ Level of Care
🏛️ 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
👪 Family / guardian
Family, parents & siblings
Discharge summary
← Back Serious Incidents & Unauthorized Absences
← Back Operation Incident Report

Select Youth

Add New Youth
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.

24-hour times, comma separated. These are what a dose is judged late against.

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

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

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

Safety plan
Acknowledgements
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.

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 acknowledgements 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).