Provider Soft Mobile App 

PROVIDER SOFT MOBILE APP

Review this video to learn how to access your information and to ensure the accuracy of your personal content.

Printable Doc with Instructions

📱 ProviderSoft Mobile App Guide

🔹 Getting Started (First Use)

1. Download the App
   Find the ProviderSoft app in your device’s app store. Look for this icon:
   
   ![App Icon Placeholder]
   
   

2. Login Credentials
   
   

   1. Organization ID: CIS
      
      

   2. Username: Same as your website login (your email address)
      
      

   3. Password: Same as your website login
      
      

   4. Set Pin: Choose a 4-digit number for easy login
      
      

👶 Navigating Your Caseload

• Current: Displays children currently on your caseload
  
  

• Not Current: Shows past clients and children with previous IFSP dates

📝 Posting a Note

1. Tap the blue + button in the bottom right corner to start a new note.
   
   

2. Complete all required text fields—blank fields will prevent submission.
   
   

3. Use the Next button at the bottom or the three-dot menu in the top right to move between sections.
   
   

4. Signatures:
   
   

   • Double-tap the signature box to activate it.
     
     

   • Both caregiver and provider must sign before submission.
     
     

   • 🛑 Once a signature is saved, date/time cannot be changed. To edit, delete and re-collect signatures.
     
     

5. Saving Progress:
   Notes automatically save as drafts if you exit before completion.
   
   

6. Submitting Notes:
   
   

   • After the signature page, select Submit.
     
     

   • Return to the child’s profile under Current, tap the 3 dots, download the PDF, and send it to the family via email/text if requested.
     
     

7. Billing Reminder:
   All session notes must be submitted by 11:59 PM on Sundays to be eligible for payroll. Admins cannot view pending notes.
   
   

🧾 Viewing & Managing Notes

Tap the ☰ Menu (top left) → Go to:

Assignments

My Notes – View:

Submitted Notes

Draft Notes

Failed Notes

💡 Tips & Tricks

• Offline Use: The app works without Wi-Fi, but if stuggling to submit, you will need to connect to the family's Wi-Fi
  
  

• Pre-Populated Fields: Carryover info will auto-fill—please delete it once you’ve reported the family’s update in the “Child and family outcomes update…” box.
  
  

• Can’t advance screen or see NEXT? Tap the white space around the field or use the 3-dot menu.
  
  

• Need to edit after signing? Delete both signatures to make changes.
  
  

• Voice-to-Text: You can dictate notes via your phone’s voice text feature.

**The note will be a PDF and you can only edit it with a PDF writer or print, make a correction and re-upload it on the desktop EMR using the submitting a paper session note directions.

🚨 Final Session Instructions

• Use the app as usual.
  
  

• At the top of the note, write:
  
  
  "This is the last session."
  
  
  

• At the bottom, in the “Date/Time of Next Session” field, write the actual date of the final session.

⚠️ App Issues? Don’t Uninstall!

If you uninstall, you may lose unsynced data. Instead:

✅ Update the App

Confirming Your Mobile Device's ProviderSoft App VersionIn order to aid in Mobile App troubleshooting, you may be asked to share your Mobile Device's ProviderSoft App Version. Below are step by step instructions for how to accomplish this on both iPhone and Android Devices.

iPhone

• Unlock your iPhone and go to the Home Screen.

• Locate the ProviderSoft app.

• Press and hold the ProviderSoft app icon until it starts to jiggle and a small menu appears.

• Tap on the "Info" or "App Info" option that appears within the menu. This will open the ProviderSoft app information screen.

• Scroll down until you see the "Version" or "App Version" option. The number next to it represents the version of the ProviderSoft app you are currently using.

If you would like to compare the ProviderSoft App version with the latest available version, you can navigate to the App Store and search for the ProviderSoft App. Then, check the version number listed under the ProviderSoft app name.

Android

• Unlock your Android device and go to the Home Screen.

• From the Home Screen, locate and tap the "Settings" (Gear) icon.

• In the Settings menu, scroll down until you find "Apps" or "Application Manager", and tap on it.

• You should now see a list of all the Apps installed on your device. Locate the ProviderSoft App and tap on it.

• On the ProviderSoft App's information page, you should see the name of the app, its version, the storage space it's taking up on your device, and other details about the app.

• Look for the "Version" or "App version" field, which will display the current version of the ProviderSoft app that is installed on your device.

🔄 Log Out and Refresh

1. Log out of the app and log back in
   
   

2. Go to ☰ Menu > Assignments, pull down to refresh
   
   

3. Go to ☰ Menu > My Notes, pull down to refresh
   
   

4. Leave app open for at least 5 minutes to sync data
   
   

🔍 Common Issues

🔸 Child not listed in app?

• Log out and log back in.
  
  

🔸 Can’t post a note?

• Ensure you have a Wi-Fi or data connection.
  
  

• Check if the note is “Queued for Submission”:
  
  

  • Go to Assignments → Tap the session → Tap Notes
    
    

  • If it’s queued, keep your device connected to the internet
    
    

  • If it's stuck, take a screenshot and notify the CIS admin to submit a support ticket.
    
    

📄Editing a Submitted Note 

• Notes are exported as PDFs.

  1. Printing the PDF and re-uploading via the desktop EMR following the paper note submission process

• Edits must be made with a PDF editor or by asking CIS Admin for assistance