Hollyhock Administrator Guide

Status: Product-level guide; the exact release controls and screenshots will accompany a verified package.

Operating principle

The care stays personal. The operation stays organized. Keep the client, caregiver, visit, family communication, documents, and agency history connected while limiting each role to appropriate information.

Agency administration

• Assign agency and office membership deliberately; do not give every employee administrator access.
• Review lead ownership, consultation, follow-up, client status, schedule, and next action.
• Confirm caregiver assignments and show only relevant work in the caregiver experience.
• Review what client/family information is shared and keep administrative controls private.
• Verify document and communication permissions for the agency and office.
• Review audit and recovery behavior using the release-specific instructions.

Field operations and safety

Approach, location, EVV, time, travel, and care-delivery records are distinct. One event must not silently create another. The final physical GPS/approach acceptance test remains a release gate. Do not claim continuous tracking or blanket regulatory compliance.

Release gates

Accounting remains deferred. External email/SMS delivery connectors, production deployment, app-store publication, legal/policy approval, reviewer access, and field acceptance must be verified for the release before relying on them.