What to review before your onboarding
The Membership Agreement — accepted by the Organization Administrator on behalf of the organization, and by each user for their own platform access.
The Roles and Responsibilities for each permission level that applies to all Caredove users.
What the Organization Administrator role involves — the one decision to make before your onboarding call: who will hold this role?
For your privacy officer: our privacy and security documentation at caredove.com/legal.
How your organization joins
Tell us who your Organization Administrator will be. That's the whole ask. Reply to your onboarding email with their name, title, and email address, and we'll send their invitation.
They accept the Membership Agreement on behalf of your organization. The acceptance is recorded with name, title, date, and agreement version. Optionally, have a copy emailed to you or request one any time from your Member Agreement page.
💡 Tip: Choose whoever makes sense for your organization to complete the acceptance step. They can then delegate day-to-day administration by inviting another Organization Administrator.
Staff accounts and training. Your administrator invites staff and assigns their roles. Every user accepts the Membership Agreement for their own access. Caredove provides training and in-app chat support.
Go-live.Your team starts securely receiving and managing referrals, with a record of every step.
📞 Prefer to talk it through first? We're happy to set up a short call with your leadership before onboarding. Most agencies find this page covers everything, but the option is always there.
What the platform records
Every acceptance is timestamped and versioned. If a user’s permissions change, the platform requires them to review and agree to their new responsibilities at next login. If our policies change, every user is prompted to review and accept the updated version. Your administrator can view this record for any of your staff at any time, and acceptance records can be exported or printed for accreditation and audit files.
About client information
Only staff your administrator grants referral permissions to can view referral information, and each has agreed to keep client information private and safeguard downloaded referrals.
Questions and support
Before onboarding: contact the Caredove team coordinating your onboarding.
Once you're on the platform: use the in-app chat for quick support during work hours, or visit our Help Centre.