What this document covers

Start with the agency workflow below. Use Part 1 for office operations and Part 3 for invoicing, provider pay, and receipts.

Providers use the separate Provider Guide linked in Part 2. Send them the relevant task page when they need help.

A Where line shows where to open each task in the sidebar. Your account role determines which pages you can access.

CubbyPro updates itself when you come back to the app after an update is released. It waits while something is uploading, photos are attached, a form is open, or you have text you have not saved or sent, such as a half-written post.