Accounts & Setup

Elate's Finance module helps you manage reports, invoices, and contracts in a central place. This guide walks you through each feature step-by-step.

Steps to reset a forgotten or temporary password and regain access to Elate.

Learn to create detailed support plans tailored to client needs, assign tasks, and schedule activities efficiently.

A detailed guide to adding and managing team members, including adjusting permissions and troubleshooting login issues.

Customising your Elate account

The Schedule feature in Elate gives you a full overview of all support activities within your organisation.

Discover how to view, add, schedule, and track medication administration using Elate’s e-MAR system.

Explore Elate’s main dashboard and menu options to access critical features like Clients, Schedule, and Notifications.

Learn how to navigate the incident dashboard, edit reports, and download incident details in Elate for effective management.

Learn how to log in to Elate and add the platform to your mobile device’s home screen for quicker access.

Learn how to create a new support recipient profile, access their information, and update details like allergies, risk levels, and carer preferences in Elate.

Learn how to create and assign support activities in the Elate calendar, including selecting recipients, plans, and carers.