# 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.