HELP CENTER

How can we help?

Getting Started

Set up your account, learn the dashboard, and understand what you can access.

3 articles

Intake Pipeline

How clients move from first inquiry to active services.

7 articles

Clients

Managing client records, households, enrollments, authorizations, and documents.

6 articles

Staff

Staff records, capacity tracking, credentials, and caseload health.

4 articles

Notifications

How KeepSight alerts you to what needs attention.

3 articles

Admin & Settings

Configure KeepSight for your practice — pipeline, payors, team, and more.

5 articles