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Guides for the people who run the care — administrators and DSPs. Short steps, plain language. Search below, or browse by topic.
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Getting Started
Create your account, learn the layout, and run your first shift.
3 articles
Scheduling & Coverage
Build the week on the Time Grid, repeat shifts, and fill call-offs fast.
4 articles
Time Clock, GPS & EVV
Clock in and out, handle on-call windows, and keep EVV clean.
5 articles
Documentation & Daily Notes
Write notes by voice, polish with AI, and score ISP goals inline.
2 articles
Medications (eMAR)
Pass meds on the Med Pass grid, record PRNs, and read the MAR.
4 articles
Clients & ISPs
Import a client from an Ohio ISP PDF and run the Client 360.
2 articles
Transportation
Log HPC transportation and NMT the right way, per-trip or per-mile.
1 article
Incidents (UI / MUI)
File UIs and MUIs on deadline and track the review queue.
2 articles
Learning & Certifications
Complete assigned courses, track certifications, and stay compliant.
5 articles
Onboarding & HR
Onboard new staff, sign documents, send offer letters, and handle complaints.
7 articles
Reports & Audit
Out-of-the-box reports, a custom builder, and the audit log.
2 articles
Billing
Turn clock-ins into a clean eMBS invoice, reconcile, and stay authorized.
4 articles
Payroll & Pay
View pay stubs, read the payroll calendar, and set up paydays and bonuses.
5 articles
Client Funds & Expenses
Track and approve spending from a client's own accounts, with receipts.
3 articles
Announcements & Files
Post announcements, manage company files, and sign in with a passkey.
3 articles
Admin & Setup
Add staff and roles, set up locations, import data, and configure the workspace.
6 articles
FAQ & Troubleshooting
Data export, migration from Brittco, support, and pricing.
1 article
Popular articles
- For DSPs: your first shift — clock in, document, clock outGetting Started
- Build a weekly schedule with the Time GridScheduling & Coverage
- Import a client from an Ohio ISP PDFClients & ISPs
- Report an incident: the 3-step wizardIncidents (UI / MUI)
- Clocking in and out with GPS: what's captured, and whenTime Clock, GPS & EVV
- FAQ: data export, migration from Brittco, support, and pricingFAQ & Troubleshooting
Getting Started
Create your account, learn the layout, and run your first shift.
- Welcome to Enmantle: a 10-minute tourA friendly first look at Enmantle — how scheduling, time clock, documentation, clients, incidents, billing, and payroll fit together in one place.
- Logging in and setting up your profileHow to log in on the web and mobile apps, finish first-time setup, fill out your profile, and allow location and notifications on your phone.
- For DSPs: your first shift — clock in, document, clock outThe three things every shift needs on Enmantle: clock in when you arrive, write your note, and clock out. Here's the whole loop, start to finish.
Scheduling & Coverage
Build the week on the Time Grid, repeat shifts, and fill call-offs fast.
- Build a weekly schedule with the Time GridThe Time Grid is where you build the week: place shifts, see who's available, catch double-bookings, and publish so staff get notified.
- Repeating shifts, and copying a week forwardMost coverage repeats. Set shifts to recur daily, weekly, biweekly, or monthly, choose what an edit touches, and copy a whole week forward.
- Handle a call-off: open shifts and finding coverageSomeone can't work. Convert the shift to open, let eligible staff claim it from their phones, or assign coverage in one click — with staff notified.
- Staff availability: how staff set it, how the schedule uses itStaff keep their own availability grid; the scheduler reads it to tier the picker as Available, Partially, or Unavailable and put same-home staff first.
Time Clock, GPS & EVV
Clock in and out, handle on-call windows, and keep EVV clean.
- On-site on-call shifts that switch automaticallyOn-call windows are set per location, and Enmantle splits the shift at the boundary — so you clock in once and let the schedule do the rest.
- Clocking in and out with GPS: what's captured, and whenClock in and out from your phone. Enmantle reads GPS at those two moments only — never in between — and that clock data is what feeds DODD EVV.
- Fixing a time entry: change requests and approvalsForgot to clock in or out late? Submit a change request with the right times and a reason, a manager approves it, and every edit is kept in an audit trail.
- EVV readiness for a clientFour things must be true before a client's shifts can bill through EVV. The readiness checklist on Client 360 shows what's ready and what's missing.
- Reading the EVV Status & Compliance dashboardThe EVV Status page confirms EVV is live and reconciles verified visits against what you billed, so you catch denials before DODD does.
Documentation & Daily Notes
Write notes by voice, polish with AI, and score ISP goals inline.
- Write a daily note with voice dictation and AI polishSpeak your daily note instead of typing it, tidy the wording with AI, and finish before you clock out — here's the whole flow.
- Scoring ISP goals inside your notesThe person's ISP goals show up right inside the daily note, so you record progress on each one during the shift — no separate screen.
Medications (eMAR)
Pass meds on the Med Pass grid, record PRNs, and read the MAR.
- Turning on the Medications (eMAR) moduleHow an admin enables Enmantle's eMAR, picks which certifications let staff record doses, and sets the grace window that colors doses due or overdue.
- Adding, editing, and discontinuing a client's medicationsHow managers add a scheduled or PRN medication on the Client 360 Medications tab, edit the details, and discontinue a med while keeping it for audit.
- Passing meds: recording doses on the Med Pass gridFor DSPs: pick a location and day on the Med Pass grid, read the Due and Overdue tiles, and record a scheduled dose with the right status.
- PRNs, refusals, missed doses, and reading the MARFor DSPs: record a PRN with its reason and follow-up, document a refused or missed dose, know when Error means file an incident, and read the MAR.
Clients & ISPs
Import a client from an Ohio ISP PDF and run the Client 360.
- Import a client from an Ohio ISP PDFUpload a standard Ohio DODD ISP PDF and Enmantle drafts the whole client — person, home, goals, authorizations, and contacts — for you to review before anything is saved.
- The Client 360 page, tab by tabEvery client has one page that holds their waiver, Medicaid ID, ISP review tracker, GPS consent, care team, visits, notes, and incidents.
Transportation
Log HPC transportation and NMT the right way, per-trip or per-mile.
Incidents (UI / MUI)
File UIs and MUIs on deadline and track the review queue.
- Report an incident: the 3-step wizardHow a staff member files an incident on Enmantle: the 3-step wizard, attaching photos, and why the discovery date drives every deadline.
- Review, file, and track UIs/MUIs as an adminThe admin side of incidents: a deadline-sorted review queue, filing UI/MUI reports in DODD-expected formats, and the one-click Annual MUI Analysis.
Learning & Certifications
Complete assigned courses, track certifications, and stay compliant.
- Completing your assigned coursesYour assigned training lives in the Learning Center. Start a course, work through each module, pass the quiz, and earn your certificate.
- Adding and tracking your certificationsAdd your CPR card, background check, license, and more. Here's how the pending-to-approved flow works and when each certification expires.
- Creating and assigning coursesBuild a course from scratch, import one, or draft it with AI — then publish and assign it to your team by location, role, or individual.
- Monitoring team compliance and certification expiryThe Team Certifications dashboard shows who's compliant, what's expiring, and what's missing — so nothing lapses without warning.
- Running in-person trainings with sign-offLog an in-person training, collect a signature from each attendee, and let Enmantle turn it into an approved certification automatically.
Onboarding & HR
Onboard new staff, sign documents, send offer letters, and handle complaints.
- Completing your onboarding tasksYour onboarding is a checklist grouped into phases. Here's how to work through it — review documents, finish your courses, and mark each task complete.
- Assigning and tracking staff onboardingAssign an onboarding template to a new hire, then track their progress across phases as tasks unlock and get completed by each responsible party.
- Building onboarding templatesBuild a reusable onboarding template: add tasks with parties, phases, dependencies, compliance tags, linked courses, and review documents — then reuse it.
- Signing documents in My SignaturesWhen a document needs your signature, it lands in My Signatures. Here's how to read it, draw your signature, and download your signed copy.
- Requesting signatures and adding fieldsSend documents out for signature: pick files and staff, set a due date, place signature fields on a PDF, then track and cancel requests.
- Submitting and managing complaintsSubmit a complaint anonymously and save your tracking token, plus how directors review, prioritize, note, and resolve complaints from the dashboard.
- Creating and sending offer lettersRecord an offer for a new hire: fill in position, pay, and start date, save it as a draft or mark it sent, and edit or delete while it's still a draft.
Reports & Audit
Out-of-the-box reports, a custom builder, and the audit log.
- Build a custom report and schedule it to your inboxStart from Enmantle's built-in reports, then build your own: pick the columns you want, save it, and have it emailed on a schedule.
- Using the audit log to trace documentation errorsThe audit log records system activity so you can trace who changed what, and when — the fastest way to run down a documentation or time-entry error.
Billing
Turn clock-ins into a clean eMBS invoice, reconcile, and stay authorized.
- From clock-ins to a clean eMBS invoiceFollow the billing flow end to end: clock data becomes billing rows, preflight flags problems, and you generate an eMBS invoice you can trust.
- Importing remittance and reconciling paymentsWhen DODD reports back, import the remittance on the Reconcile step to match payments to what you billed and clear denials, short pays, and mismatches.
- Authorizations and units: keeping shifts billableService authorizations are the budget behind every billable shift. See how units track, how budget alerts warn you early, and why a row turns UNBILLABLE.
- Cost centers, rate tables, and the code libraryThe reference data behind billing: cost centers scope funding, rate tables set price, the crosswalk picks the code, and the code library validates it.
Payroll & Pay
View pay stubs, read the payroll calendar, and set up paydays and bonuses.
- Viewing your pay stubs (My Pay)Your pay stubs live in My Pay. See your latest net pay, your year-to-date totals, and open any stub for the full breakdown — from your phone.
- The payroll calendar and subscribing to paydaysRead the payroll calendar at a glance — paydays, holidays, and bonus dates — and subscribe so every payday lands in Google, Outlook, or Apple Calendar.
- Setting up your pay schedule and paydaysSet your pay cadence, weekend and holiday rules, and holidays, then generate a 12-month payday calendar. This is your pay calendar, not payroll processing.
- Importing pay stubs from your payroll systemUpload a Payroll Preview PDF and Enmantle distributes each employee's pay stub. It matches names for you, handles corrections, and notifies staff.
- Setting up bonuses and importing amountsTurn on the bonus schedule, add a bonus payday, and import each person's amount from a simple CSV. Staff then see their bonus and amount in Enmantle.
Client Funds & Expenses
Track and approve spending from a client's own accounts, with receipts.
- Recording a client expense (with receipt scanning)Spend a client's own money the right way: open their account, record a withdrawal, scan the receipt to auto-fill the form, and submit it for review.
- Reviewing and approving client expensesWork the approval queue: check each submitted client expense, then approve, return, or reject it. Approving posts the amount to the client's balance.
- Managing expense accounts, categories, and budgetsSet up the accounts that hold each client's money, the categories and receipt rules that classify spending, and the budgets that flag overspending.
Announcements & Files
Post announcements, manage company files, and sign in with a passkey.
- Posting and targeting announcementsPost company news to the right people: set priority, pin it, require acknowledgement, schedule it, and target by role or location.
- Managing company files and categoriesWhere policies, forms, and documents live. How everyone finds and downloads files, and how admins add categories, upload, and delete.
- Signing in with a passkey (Face ID or fingerprint)Skip the password. Turn on Biometric Login to sign in with Face ID or your fingerprint, and manage which devices are set up.
Admin & Setup
Add staff and roles, set up locations, import data, and configure the workspace.
- Adding a staff member and choosing a roleCreate a staff account on Enmantle: generate a password, pick the right role, assign locations, and — for DSPs — link their clients.
- Understanding roles and custom access rolesThe seven base roles at a glance, plus how custom access roles fine-tune what each person sees and can do — per module and per action.
- Creating locations and On-Site On-Call (OSOC)Add a location with the county incident reporting needs, build its team, and turn on OSOC so overnight shifts split for DoDD billing.
- Importing your agency's dataBring your locations, users, clients, and certifications into Enmantle in the right order with the import wizard — or via write-only API tokens.
- Piloting the Brittco BridgeA temporary EVV pilot that pushes your clock-outs to Brittco. Turn clients on, backfill recent shifts, retry failures, and watch the job statuses.
- The Apps page: Link Shortener and custom appsThe Apps page is a launcher for built-in tools like the Link Shortener and Brittco Scheduling — plus custom apps a Super Admin can add.
FAQ & Troubleshooting
Data export, migration from Brittco, support, and pricing.
Still stuck?
Email support@enmantle.com — a real person replies.