How to Use the Caregiver Experience

If you are a Caregiver, the Caregiver Experience is your personal home base in ALIS. This page highlights priorities and helps track progress, allowing you to focus more on resident care and less on searching for tools. This guide shares practical tips and workflows to help you get the most out of your experience every shift.

Access the Caregiver Experience

How you access the dashboard depends on your current navigation settings:

• Current ALIS Navigation (Top Bar): Click the Dashboard dropdown menu and select Caregiver Dashboard.

• New ALIS Navigation (Sidebar): Click on the Clinical icon, then select Caregiver Dashboard. 

  • The ALIS Navigation experience is currently Limited Release enablement only. For more information, refer to this guide: The new ALIS Navigation Experience.

Before Your Shift: Set Up Your Care Lists

The first time you open the Caregiver Experience, a welcome screen will appear and ask you to select your Care Lists, which are the resident lists you're assigned to (for example, your wing or floor). 

Check the boxes next to your lists and click Save & Continue.

Your selection is remembered across sessions, however you can always update your lists by clicking the My Care Lists button at the top of the page. 

💡Why this matters: Everything on your dashboard (e.g., overdue tasks, upcoming care, and community tasks) is filtered by your selected Care Lists. If your page looks empty or is missing residents you expect, your Care List selection is the first thing to check.

Recommended Shift Routine

Start of Shift

1. Open the Caregiver Experience. Confirm you're on the correct shift tab (Shift I, II, or III) at the top of the page.
2. Check that your Care Lists are set correctly (especially if you're covering for someone or picking up a different wing).
3. Work through Overdue Tasks first. These are items that didn't get charted from a previous shift or earlier in the day. Clear these before anything else.
4. Scan Active Observations for anything critical. Look for observations marked with a "Critical" tag.
5. Check Around Your Community to note any residents on leave, monitoring flags, or recent move-ins.
6. Glance at your Shift Checklist to remind yourself what administrative tasks are expected before the end of your shift.

During Shift

• Use Complete upcoming care tasks to track your progress. The progress bar for each Care List shows % complete, tasks remaining, and time left in the shift. Use this to pace yourself.
• When you complete a care item that requires custom outcome selections, fill them in right on the task card before clicking complete.
• If something changes mid-shift, use the Take Action shortcuts (bottom right) to quickly Record PRN Care, add an Observation, or Report an Incident without leaving your experience workflow.

End of Shift

• Ensure all Overdue Tasks and Upcoming Care Tasks are recorded for your shift. 
• Check Active Observations one more time. If you're doing a shift handoff, the Observation Comments feature lets you add a note to an existing observation directly from the dashboard, so the next caregiver can see it immediately. 
• Complete any remaining Shift Checklist items. Once everything is checked off, you'll get a confetti celebration!

Completing Overdue Tasks

Overdue Tasks shows you care items that were scheduled in the past and haven't been recorded yet. These are grouped by resident.

To complete a single item

1. Click the down arrow on a resident's row to expand their overdue tasks.
2. Click the outcome button (usually Completed or Not Completed).
3. Add Time Taken and/or a Note if needed (or required).
4. Click Record to save. 

To complete multiple items at once 

Click Complete All next to a resident's name. This completes all eligible tasks with a "Completed" outcome in one step.

To edit or reset a recorded item

Go to the Quick Links section (bottom right) → click Care Tracking → find the resident and task → edit or reset from there. 

Using the Shift Checklist

Your Shift Checklist is on the right side of the page. These are tasks your administrators have set as expectations for every shift (e.g., reviewing handoff notes, verifying resident counts, or checking supplies). 

Tips:

• Try to check items off as you naturally do them throughout the day rather than waiting until the end of the shift.
• The Complete All button is useful at end of shift if you've done everything but haven't had time to check off each item individually.
• If an item on your list doesn't apply to your role or seems outdated, flag it with your supervisor. Administrators can update checklist items directly in Company Settings. 

Viewing Active Observations

This section shows the actual observation content right here. "Active" means the observation is open and visible. 

Reading Observations

Each entry shows the resident's name (linked to their profile), room number, product type, observation type, the note summary, who wrote it, and when. Critical observations appear at the top.

"Show More" Observations

The dashboard shows 5 observations at a time. Click Show 5 More Observations to load additional entries. For the full history or advanced filtering, click the Open in New icon to go to the full Observation Center.

Recording Care Items

The Complete upcoming care tasks section shows a progress bar for each of your selected Care Lists.

• The bar shows: total tasks, % complete, how many have been recorded, and estimated time remaining.
• When a list hits 100%, you'll see a completion animation.
• Click Chart Care on any list to jump directly to Care Tracking for that list. 

💡Tip: If your progress bar isn't updating after you've charted care, try refreshing the page. The Caregiver Experience updates in real time, but a manual refresh will always pull the latest data.

Reviewing 'Around Your Community' 

This section is purely informational, and it helps you walk into each room informed. 

Residents on Monitoring 

Includes the monitoring reason (e.g., Fall - Non-injury). Knowing this before entering a room helps you provide better care.

Residents on Leave 

Shows who's out, their destination, and expected return date. This helps you avoid accidentally charting for someone who isn't there.

Move-ins & Move-outs (last 7 days) 

Helps you recognize new faces and be aware of recent departures. If you see an unfamiliar name in your care list, this is a good place to check.

Using Take Action & Quick Links

Located in the bottom right, these shortcuts are useful when you need to do something quickly without interrupting your main workflow.

Take action (opens a quick form)

• Record PRN Care: For as-needed medications or interventions
• New Observation: Start a resident-specific observation note
• Report Incident: File an incident report

Quick links (open in a new browser tab)

• Care Tracking: For full charting
• Daily Stand-Up: Shift summary report
• Calendar: Community events and schedules

Using ALIS on Mobile

The Caregiver Experience works on tablets and smartphones. The layout stacks vertically on smaller screens, but all the same sections are there. 

FAQs

My Caregiver Experience page is empty. What's wrong? 

The most common reason is that no Care List is selected. Click My Care Lists at the top of the page and make sure the right list(s) are checked and saved.

A task is showing as overdue but I know it was completed. What do I do? 

Go to Care Tracking via the Quick Links section and verify whether the task was saved. If it's showing as completed there but still appearing on your dashboard, try refreshing. If it's not saved, you can re-enter it from Care Tracking.

The Shift Checklist doesn't have the items my supervisor expects. What do I do? 

Notify your supervisor. Administrators can customize the Shift Checklist in Settings → Company Settings → Shift Checklist. If the items are wrong or missing, ask your administrator to update them there.

Related Articles: 

• Caregiver Experience Reference Guide

For more assistance: 888.404.ALIS (2547)  |  support@go-alis.com