Settings

Team & roles

Permissions are scoped per location. Anyone with multi-location access sees a location switcher in the top bar.

PersonRoleLocationsPermissionsStatus
JO
Janet Owens
janet@sunrisehc.com
OwnerAll locations
BillingRolesIntegrationsAudit
Active
DK
David Kim
david@sunrisehc.com
AdministratorAll locations
RolesIntegrationsAudit
Active
MS
Maria Sanchez
maria@sunrisehc.com
Intake CoordinatorHQ, East Valley
ContactsConversationsPipelines
Active
BC
Brittany Chen
brittany@sunrisehc.com
RecruiterStaffing
CaregiversPipelines
Active
LR
Linda Reyes, RN
lreyes@sunrisehc.com
Clinical ManagerHQ
RecipientsClinical notesDisclosures
Active
CM
Carlos Mendez
cmendez@sunrisehc.com
CaregiverEast Valley
ScheduleVisit notes
Active
PW
Patricia Wong
patricia@sunrisehc.com
Intake CoordinatorTucson
ContactsConversations
Invited
RH
Robert Hayes
rhayes@sunrisehc.com
CaregiverHQ
ScheduleVisit notes
Disabled

Role presets

Standard home care roles with sensible default permissions.
Owner

Full access including billing, role assignment, and integration credentials.

EverythingBillingVendor BAA registry
Administrator

Operational lead. No billing or owner-only credential access.

RolesIntegrationsAudit logAll locations
Intake Coordinator

Front of the funnel. Owns the client pipeline and family conversations.

ContactsConversationsPipelinesSequences
Recruiter

Caregiver-side counterpart to intake. Owns the caregiver pipeline.

CaregiversCaregiver pipelineApplications
RN / Clinical Manager

Read-write on recipients and clinical notes. Signs off on care plans.

RecipientsClinical notesCare plansDisclosures
Caregiver

Field staff. Sees their own schedule and the recipients they visit.

Own scheduleVisit notesAssigned recipients