FirstVisit Home Care Software is here for you.
We are accessible because we care about our customers and the home care industry. FirstVisit provides several different ways to support our customers. Whether your team simply wants additional training, or you need to report an issue, we are available by phone, email, or conferencing, to make sure you get what you need! Our customers can also visit the FirstVisit support portal or schedule a meeting with one of our representatives who will answer your questions.
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Phone us at 1.855.379.1316
Click here to visit our Support Center
Links to download the mobile apps on
How do I reset a caregiver’s log in?
To reset a caregiver’s log-in, head to their profile under the “Employees” tab to ensure they have the correct email address registered. If it’s correct, they can head to agency.firstvisit.com and click the “Forgot Password” button to receive an email prompting them to reset their password. Caregivers can also click the “Forgot Password” button link from the mobile app log-in screen.
How do I reset an admin’s password?
Resetting an admins password is similar to resetting a caregiver’s password. Head to agency.firstvisit.com and click ”Reset Password” or head to the mobile app to reset the password through the “Forgot Password” button. If you’re still running into issues or cannot find the emails, reach out to our support team by phone or email.
How do I review Submitted Visit Reports?
To review Visit Reports submitted by your caregivers, head to the client’s tab and select the client for whom you’d like to review the reports. From there, select the employee’s name, and jump to the “Care Documentation” tab. On the left-hand side, you’ll have four options: Care Plan, Daily Activities, Submitted Reports and Attachments. Under “Submitted Reports” is where you’ll find the ADLs and visit summaries for each individual visit.
How do I edit and approve shifts on timesheets?
To edit and approve or decline an employee’s timesheet submission, go to the “Reports” tab on the left-hand side of your screen. There are three primary categories of reports: Employees, Accounting, and Scheduling. Click on the “Accounting” option and select “Timesheet.” Once in the Timesheet Report, select the date range you are addressing. Each visit will have a timeclock entry and there on the right-hand side you will find a “Details” button. If you click that button, you will see the details of the time record, as well as checkmark and X options to approve or decline entry.
How do I add new ADLs to a client’s profile?
To add new ADLs to a client’s profile, go to the “Clients” section on the left-hand side of your screen and select the client’s name. Once you’re in their client profile, head to the “Care Documentation” tab and select the “Daily Activities” section. From there you can add or remove as many tasks as needed for that client. These tasks will then appear in the caregiver’s mobile app when clocking-in for their visit.
What do I do if I think I am missing notifications?
The first place to look when you’re not receiving notifications is within the “Notification Settings” in your account. Log into the web app from agency.firstvisit.com. Once logged in, head to the “Settings” tab and head to the “Notifications Section.” From there you’ll be able to see all the notifications for Admins and Caregivers that you can adjust. If notifications are enabled and you’re still not getting them, check your spam folder as the email notifications might be heading there. If you’re not receiving the push notifications on your mobile app, please check your device’s notification settings for the FirstVisit Mobile app.
How do I check a caregiver’s clock in distance?
When going through your timesheet report for approvals, you’ll see a column on the far right titled “Clock In Distance (Miles).” You can also click into the time entry details to see the distance noted there as well.
How do I connect to QuickBooks?
To integrate your FirstVisit account to QuickBooks Online, go to the “Settings” tab. From there, jump to the QuickBooks integration section and you’ll see a button where you can begin the integration process. If you run into any issues as you try to connect, reach out to our team and we will be happy to assist you!