Member cash
Track money held for members with a ledger the next shift can follow, instead of a notebook in a locked drawer.
What it does
Built for the work on the floor.
Member cash is the ledger for personal funds the home holds or tracks for residents. Staff record activity in the portal so a later shift, a family question, or a manager review does not depend on who last had the envelope. Reports for member cash live under administration. The daily screen is for entering and checking balances as part of ordinary work.
- Daily member-fund ledger
- Administrative cash reports
- History that can be reviewed later
Treat money as part of the day’s work
Cash tracking sits in daily work beside medication and records, because that is when staff actually handle funds.
Leave an entry, not a sticky note
Each movement should be written in the ledger so the next person can see what changed.
Review in reports
Member cash reports are the administrative view when someone needs a period summary rather than a live ledger.
Related workspace
Nearby tools in the same portal.
Start of the day
Shift dashboard
See remaining doses, overdue work, exceptions, and the next three actions before anyone opens a member chart.
Daily administration
Medication pass
See every member’s standing for the day, then open a person and record the dose, route, time, and outcome.
Resident information
Member profiles
Keep safety context, allergies, diagnoses, orders, incidents, and monthly reporting around the person, not scattered across binders.