Client Management
Client Management for PSWs
Keep client information, contacts, documents and care history organized in one secure workspace.
Why use this feature
Why Use Client Management for PSWs?
Step by step
How Client Management for PSWs Works
Create a Client Profile
Add the client's name, contact details, address and care level.
Add Emergency Contacts
Record who to contact in case of an emergency.
Attach Documents
Upload important files like consent forms or care instructions.
Review Before Visits
Open the client profile to review notes and history before each visit.
Availability
Free vs Pro Access
Available on PSWPro Free
- Full client profiles
- Emergency contacts
- Client notes
- Document storage
With PSWPro Pro
- Unlimited clients
- Advanced document management
- Client intake workflow
- Custom fields
Connected tools
Works Great With
Learn more
Related Resources
PSW Documentation Examples: A Practical Guide
Clear PSW documentation helps create an accurate record of the care, support and observations made during a client visit. It allows authorized care providers to understand what happened, identify important changes and continue providing consistent support.
Best PSW Software in Canada: 2026 Selection Guide
Personal Support Workers provide essential assistance to seniors, people with disabilities and individuals who need support with daily living. However, delivering care is only one part of operating an independent PSW practice or home-care business.
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Managing personal support services requires more than delivering excellent care. Personal Support Workers must also organize client information, schedules, care plans, visit notes, invoices, timesheets and expenses.
Frequently Asked Questions
Can I manage multiple clients?
Yes. You can create and manage as many client profiles as you need.
Is client information secure?
Yes. All data is stored in an encrypted database with row-level security so only authorized users can access it.
Can I attach documents to client profiles?
Yes. You can upload and organize documents for each client.
Is Client Management available on the Free plan?
Yes. Client management is included in both Free and Pro plans.
Ready to Put Client Management for PSWs to Work?
Start with a free account and upgrade when your practice needs more.