Your first week in WaiverSoft

WaiverSoft is the record system for a Florida APD iBudget agency: every consumer and employee has a record, every record has the documents APD expects, and the app tells you what's expiring or missing before a survey does.

Day 1: people

1. 1Add your consumers under Consumers → New consumer. Name and APD ID are enough to start; the rest can wait.
2. 2Add your employees under Employees → New employee. Job role decides which documents the record needs.
3. 3Invite the people who will use WaiverSoft under More → Settings → Team. Admins see everything; staff can work records but not change the agency, billing, or delete permanently.

Day 2: documents

1. 1Open a record and upload what you already have. Each slot is a requirement APD checks (background screening, training, the support plan, and so on).
2. 2Set the expiration date when a document has one. Expiring and expired items show on the dashboard and in the daily digest email.
3. 3Use Coworker (the assistant on the More tab) to file a stack of PDFs: drop them in and it proposes where each goes.

Day 3: the rest

• Scheduling: put shifts on the calendar so caregivers can clock in and write visit notes from the mobile app.
• iConnect: once visits are documented, connect to APD's iConnect to send them automatically (Tools → iConnect).
• E-Sign: send documents for signature instead of chasing paper.