Getting Started

This guide walks through the first things to do after you sign up.

1. Create or select a participant

Open Participants and add a participant. You can record their goals so your team can see them when writing notes. The number of participants you can add depends on your plan.

2. Create or review documentation

• Progress Notes: choose the participant and a support type, answer the guided prompts, and review the draft.
• Document Check: upload a PDF or DOCX (up to 20 MB) to check it for missing details and unclear sections.

3. Review the identified issues

Each check lists suggestions. Decide what to change. Provider Shield does not change your records without your approval, and its suggestions are not a regulatory approval.

4. Check timesheets where applicable

Under Timesheet Check, add shifts, import a CSV or upload a PDF/DOCX to find overlapping shifts.