Featured Resources
Complete EVV Compliance Checklist
Step-by-step guide to meeting federal and Minnesota EVV requirements
245D Care Plan Template
Pre-formatted care plan template meeting all DHS requirements
Getting Started with 245D Shield
Complete walkthrough of platform setup and initial configuration
Best Practices for Caregiver Scheduling
Recording: Advanced scheduling strategies for home care agencies
Downloadable Templates
Free templates to help your agency maintain compliance
Individual Service Plan Template
Person-centered planning template with all 245D required elements
Behavioral Support Plan Template
Functional assessment and intervention strategy template
Staff Training Verification Form
Document caregiver training completion and competency
Medication Administration Record
Track medication administration with signature verification
Emergency Contact Information Form
Collect and maintain client emergency contact details
Authorization Tracking Spreadsheet
Monitor service authorizations and unit utilization
Training Video Library
Platform Overview
Setting Up Your Agency
Adding Clients & Caregivers
Creating Care Plans
Scheduling Basics
Mobile App for Caregivers
Generating Billing Claims
Compliance Monitoring
Running Reports
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