Lisa M
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Recent activity by Lisa M-
Which EHR systems does Caily work with?
Caily integrates directly with the most widely used EHR systems in senior living, allowing resident data to flow automatically into daily family updates without any manual data entry by your staff.
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How to manage Resident profiles (add, edit, or deactivate)
🚀 Quick walkthroughWatch how to add, edit, and deactivate a Resident⏱️ 2-minute demo Add a Resident:Go to Residents → Click Add Resident → Enter details → Click Add Resident to save.How to Bulk I...
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How to use the Chat Feature?
🚀 Quick walkthroughWatch how to use the Chat feature ▶🖥️ Desktop (Web App) ▶📱 Mobile (iPhone & Android) Web app (Desktop):Log in to dashboard → Select Community Chat o...
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How to manage Community users (add, edit, or deactivate)
🚀 Quick walkthroughWatch how to add, edit, and deactivate a Community User⏱️ 49-second demo Add a Community UserGo to Community Users → Click Add Community User → Enter details (name, email, role,...
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How do I start a group chat?
🚀 Quick walkthroughWatch how to use the group Chat feature ▶🖥️ Desktop (Web App) ▶📱 Mobile (iPhone & Android) Web App (Desktop):Resident Family Chat:Log in → Go to Resi...
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How to manage Family Members (add, edit, or deactivate)
🚀 Quick walkthroughWatch how to add, edit, and deactivate a Family Member⏱️ 50 second demo Add a Family Member:Go to Family Members → Click Add Family Member → Enter details (name, email, role, l...
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How do I message individual families?
🚀 Quick walkthroughWatch how to use the group Chat feature ▶🖥️ Desktop (Web App) ▶📱 Mobile (iPhone & Android) Web App (Desktop):Go to Resident Family Chats (left side)...
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Can I send photos through chat?
🚀 Quick walkthroughWatch how to send a photo⏱️ 38-second demo How to send a photo:Open Caily app → Select the person(s) → Tap the photo/attachment icon → Choose or take a photo → Tap Send
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How to manage locations (add or edit)
🚀 Quick walkthroughWatch how to Manage Locations⏱️ 30-second demo Add a Location:Go to Locations → Click Add Location→ Enter details (Location Title, Phone, Address ect) → Add location to save. Ed...
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Plans & Pricing
For the latest pricing, visit our Pricing Page.Contract TermsCaily Chat is month-to-month with no long-term commitment — cancel anytime. Caily Chat + EHR Integration requires a 12-month commitment,...