For clinicians and practices

Joining with a code, the care-team dashboard, the organization panel, enrolling patients, alerts, reports and billing support.

79 articles

Background checks through CheckrAn agency connects its own Checkr account on Settings and orders a background check from a professional's team file. Checkr emails the invitation, the disclosures and the consent; the report and any adverse action stay in Checkr. ExpressAgain shows the status (Invited, In progress, Clear, Consider, Needs review), the package, the report id and the dates, and the family's Ready to work reads the same status.4 min read
Checking a license: the NPI registry, Nursys and the state boardOn a professional's team file, the License card says which registry fits the role, lets the office look the person up on the free NPI registry (a registry match that fills the name, the taxonomy and the NPI with the day), and records a state board or Nursys lookup or the card seen. Every row says its source and date: Recorded by the office, Nursys or NPI registry.4 min read
Join a patient's Home Team or care team with a codeEnter the family's code, say who you are, choose a password — then sign in with email and password from any device.2 min read
The care-team dashboard: eight doors and FavoritesA menu bar directly under the Clock in / Clock out button, with Hide menu to fold it to one slim bar: eight doors in two rows — about the patient: Today, the patient's care (Debbie's care, by name), About the patient, Clinical; about you: My shifts, My paperwork, Billing & pay, Settings — then a Favorites row of up to seven you pick, then the open door's tabs.8 min read
Assign exercises, home recommendations and notesTherapists assign exercises that appear on the patient's Practice page, file home recommendations that land on Coming Home, and leave notes for the patient and the caregivers.1 min read
Health Tracking on your dashboard: a bubble for every log, one page per logA row of bubbles — Quick log, every log, Medications — and one page per log: tap a bubble and that log opens alone under the bubbles, with All logs to come back; every entry carries your first name and role.3 min read
The Alerts tab: how readings reach youChoose instant, a daily digest or off; texts never carry values, emails carry the lines; a flagged reading goes out at once.3 min read
Since your last visit: what changed, for your disciplineThe dashboard opens to a summary of what was logged since your last visit, chosen for your discipline — counts, ranges and what changed, never a diagnosis. A physician gets the doctor's card.5 min read
The visit email: weekly, and daily for a doctorOnce a week at most: how many updates there are for the patient since your last visit, the morning before a visit you booked, or Monday when none is booked — a count and a link, no health details. A physician gets it every Monday, and can choose daily.2 min read
After a visit: How was the visit? and the wrap-upWhen a visit with you on the Schedule ends, one email and text ask how it went, with a link to wrap it up: what you logged, a note for the family, instructions, and next week's visit.5 min read
The organization panelOne view of every patient a practice follows, scoped by role; Open on a row opens that patient's whole dashboard, Archive closes a patient out of the program.2 min read
Enrolling patients and coverageEnroll a patient by email or text; add covering colleagues, staff or a coordinator; resend an invite or archive a patient.1 min read
Starting a care plan for a patientAnyone caring for a patient can start the care plan: the family, or an agency, a case manager, a doctor's office, a hospital, a foundation, an insurer or EMS. Refer a family with no organization account, track your referrals from a case manager's referral account, or sponsor your patients from your organization account. It creates the patient's account; the family claims and owns it; you keep the access your role allows. One care plan per patient.9 min read
Refer a professional to the MarketplaceSend a professional your referral link to Create your provider profile; they sign up as an independent professional on their own profile and the form names you under Who referred you. My referrals lists who came, masked. Referring is free and never paid for in either direction.4 min read
Fill in the Home Care Team PlanA nurse, a physician, a therapist or another clinical discipline who joined with the family's code fills in sections of the patient's Home Care Team Plan from the dashboard, directly when the family has turned that on, otherwise as a proposal the family accepts or declines.4 min read
Open a patient: what a practice seesOpen on a patient's row signs you into that patient's care-team dashboard. A medical practice, health system, hospice or EMS service sees the patient's doors and Settings; an agency's people keep the full view with shifts, paperwork and pay.2 min read
The patient record: pre-filled from the family's accountOnce the family accepts, the empty fields of your patient record fill from the family's own ExpressAgain account; your entries and imports always win, and a later change by the family is offered as Update available.2 min read
Feed and alerts, acknowledging, and escalationOne stream of alerts, team posts and activity across your scope; acknowledge flagged alerts; set an escalation window per location.1 min read
Team: inviting providers and staffInvite by email, set roles and locations, say which providers a staff member works with; the person sets a password from the link and signs in at the IDC Team sign-in. In preview, a few people from the office can be invited, providers included.2 min read
Roles, and how people are added to an organizationFive roles — organization administrator, practice group administrator, location administrator, provider and staff; anyone can be added first, and everyone gets an invitation that explains their role.2 min read
Locations and practice groupsAn organization holds its locations (its offices) and, if it wants, practice groups in between: organization, practice group, locations. Who each administrator manages, and how to set it up.3 min read
Partners: the companies your organization works withKeep the companies your organization contracts with (EMS or community paramedicine, home health, hospice, therapy, a lab, medical equipment, a pharmacy) on Settings. Refer a patient to a partner that is on ExpressAgain, and the partner's people see that patient as their own caseload.5 min read
Your AgencyOS plan and billingAn agency's organization admin picks its patient slots on its private pricing page, requests the plan for ExpressAgain to approve, and follows its plan, invoices and payment card on Billing & payments.3 min read
Preview and signed organizationsBefore its agreement is signed an organization is in preview: providers see the patients whose families added them, a few patients can be enrolled free, and a few people from the office can be invited. Signed unlocks the rest.4 min read
Running an agency on ExpressAgain todayPartly builtA home care or home health agency has two doors today: the organization panel in preview, where the office watches every enrolled patient and each professional opens the patient's dashboard, and a per-family office login for invoicing, with a read-only view of its whole team across every client home that added it. Partly: changing things across homes from one place is not built yet.8 min read
Start a free trial as an agencyA home care or home health agency has its own door: Book a call or Start a Free Trial at the bottom of the agencies page, one short form, then the demo call picked on our page. With your agency's work email a trial opens your workspace at once (a personal email, no real business name or unusual details wait for ExpressAgain to look first, usually within one business day); book the demo call within three days to keep it going.7 min read
From an inquiry to a clientA Marketplace inquiry becomes a Client intake record by itself, and every family moves along one path: New inquiry, Conversation, Assessment or consultation, Service agreed, Client onboarding, Active client, or Not proceeding with a reason. Responding, agreeing to provide care, finishing onboarding and starting care are four separate events, each with its own time.4 min read
How you manage a client's care: the four choicesAt client onboarding, Bring the client into care asks How will you manage this client's care? with four choices: Manage in ExpressAgain (recommended), Use our current software, Manage outside ExpressAgain, or Decide later. The choice is stored on the client's record with when and by whom; a client never uses a managed place until the account is created.3 min read
Bringing existing clients inBring existing clients opens three paths: Add a client, Connect an existing ExpressAgain care team, and Import a client list with a review step. All three lead into the same client onboarding page, and every record keeps its source.3 min read
A family invited your agencyReceived a family invitation? reviews each invitation a family made by giving your office a care-team code: which agency, which client or care team, who authorized it, what access it carries and who at your agency holds it. Accept asks the family to bring the home under your agency; it never gives every employee access.2 min read
Setting up your agency step by stepSetup walks an agency through its business first, one page per step: the demo call, a few questions, verification, locations, services and prices, the office, professionals, clients, scheduling, payers, and a test run before you go live. Two bars show how ready you are.5 min read
Your Agency Home: getting listed and finding clientsAn agency that joins the Marketplace lands in its Agency Home: Overview, Find clients, Inquiries & intake, Clients and Agency listing, each its own page. One five-step checklist says what is required to be listed, the optional additions say they are optional, and three statuses stay separate: whether the listing is published, what business details were reviewed, and whether you are accepting new clients.9 min read
The emails you get when you book a call or start a trialEach email from the agency door comes once, at its moment, from our founder, and every reply is read by our founder. They are: a registration check when we verify your agency first, the welcome with your sign-in link, a thank-you when you book your demo call, a few reminders while no call is on the calendar, and a note before your trial ends.5 min read
Bill from the officeBilling in your agency's workspace is every client home's billing in one place: what is ready to bill, every invoice with its Action menu, the payments, what is owed, your rates and your authorizations.6 min read
Contribution by client and payerThe Contribution tab on Billing shows, for a period, what each client's collected revenue leaves after the hours paid to professionals on that client, by client and by payer, with the payer and service-type roll-ups and a recorded CSV. It is contribution before overhead, not profit.5 min read
Checking a client's coveragePartly builtA coverage check asks the client's payer, through a clearinghouse, whether coverage is active on that day and what the plan reports: the plan, its dates and the copay, coinsurance and deductible lines the payer returns. It is on Billing under Eligibility, on each client's Documents & billing tab, and on the intake record's Payer forms step.4 min read
Your service and pricing catalogList the services your agency offers, give each one its own private-pay prices, put services together in packages, and choose what families see on your Marketplace profile.4 min read
Keep the Marketplace off for your teamAn agency can keep the Marketplace off for its professionals: they see no Marketplace step or link in the app, and their profiles stay off the Marketplace while they work for you.2 min read
The access log: who opened, changed or downloaded whatYour organization admin can see who on your team signed in, opened a client, read the care plan, changed a record, revealed a sealed number or downloaded an export, newest first, and download it as a CSV.2 min read
When one of your professionals changes their hours for a clientWhen a professional you place leaves early, arrives late or can't work a shift or some days, your office sees it on Open shifts in the client's home with Find coverage, on Today, and on your calendar; the family sees it too.2 min read
Points and visit payYour agency can pay each professional Hourly, Per visit or Per point: set your visit types and their points, what a point is worth on a weekday and a weekend, and how weekends and holidays count on Visit pay, then see each visit priced on Payroll export.6 min read
Export hours to Gusto or ADPYour agency's administrators and office pick a pay period on Payroll export and download every professional's hours from closed shifts across all your client homes: a Gusto file, an ADP RUN or ADP Workforce Now file, or a plain CSV for any other payroll.6 min read
Overtime by state in the payroll exportThe payroll export counts regular, weekly overtime, daily overtime, double time and seventh-day overtime hours by the rules of the state you choose, shows each as its own column, and flags shifts that crossed midnight. Your payroll provider and your own rules govern what is paid.7 min read
Rates and authorizationsYour contracted rates per payer and service, each client's payer, and the authorizations the payers issue, with the units used counted from the visits.3 min read
What ExpressAgain does for a home care agency: run the day, protect the money, and the family sideThe three parts on the agencies page in full, in the order an agency's day runs: running the day, protecting the hours and the money, and the family and the experience, then what the family does in its own app.8 min read
Linking your agency to its client homesWhen a family accepts your agency, your office and the professionals you placed are set up in that home, linked to your office's invoice; a home that already runs on a family-given office login joins with the family's yes, and keeps its login and its invoices.3 min read
Client information opens after the Business Associate Agreement is signedBefore a home care or home health agency puts any client's information into ExpressAgain, ExpressAgain signs a Business Associate Agreement (a BAA) with the agency. Until then you set up your business, and adding, enrolling, importing or connecting clients waits.3 min read
A client's profile: overview, schedule, who fits, care plan, notes and billingEach client has one profile page, built for a phone: a header card, then one tab at a time (Overview, Schedule, Care team & match, Care plan, Notes & feed, Documents & billing), each with its own link.4 min read
Bringing your own clients: add a client and start right awayAn agency, or any organization caring for a patient, can add a client itself and start the same day: the account belongs to the client or the family from the first moment, your organization manages it until they claim it, and every change carries your organization's name. A home care or home health agency adds a client once ExpressAgain has signed its Business Associate Agreement.6 min read
Former clients: the record of your team's workWhen a client's service ends, your agency keeps a read-only record of the work your team did there, frozen that day: who worked, every shift and clock record, checklists, your own visit notes, invoices and payments, the schedule and plan changes, and outcome steps in your period.2 min read
EVV: the Medicaid visit record and the export for your stateExpressAgain records the six visit details Medicaid EVV requires and exports them for your state's EVV system: on EVV in the organization panel, every Medicaid visit shows Ready, Needs a fix or Exception, and downloads as a CSV or as a JSON file in the Sandata Alternate EVV visit layout.5 min read
Your agency's welcome pageAn agency's administrators have a welcome page at /org/welcome: four steps from the agency's setup, each with one button to the setup page that does it, an optional EVV step, and three shortcuts.2 min read
Your welcome page on the care teamA visiting nurse, therapist, physician or other clinician on the patient's Care team has a welcome page at /idc/welcome: confirm your role and credential, learn how to log a visit, book or see your next visit, and turn on notifications if you like.2 min read
Your practice's welcome pageA practice's administrators have a welcome page at /org/welcome: the practice's details, inviting your clinicians and the weekly summary, each with one button to the page that does it, and three shortcuts.1 min read
Your agency's Today pageToday, first in an agency's organization panel, is the agency's operations home on one page: the live visits, what needs attention, EVV this week, this month's billing, the last seven days, the next 48 hours, the clients and each professional's hours, every card opening the screen that does the work.4 min read
Needs attention: what each item means, who owns it, and how it closesOn an agency's Today page, Needs attention is a queue: each item is one detected exception with a default owner, a due time and a closure, and it closes on its own when the signal clears or when a person closes it with a reason.6 min read
Your agency's Schedule: every client home on one weekSchedule, right under Today in an agency's menu, is the same week grid families use, across every client home your agency serves: By worker or By client, the Open shifts row with each day's filled count, + Add shift that asks which client first, and a sheet for each shift. Every change lands in the client's own schedule.4 min read
Draft, then publish on your agency's ScheduleIn a client home whose weekly schedule your agency manages and that publishes changes as drafts, a change on your Schedule to shifts more than 48 hours away waits as your agency's draft until you tap Publish. Each professional then gets one summary.3 min read
How open shifts get filled in a client's home: your agency's defaultWhere a family lets your agency manage its weekly schedule, an administrator can set the home's default (You choose or First to claim gets it); where the family kept the schedule, the family's setting rules and your office puts its people forward.2 min read
Video interviews: interview a candidate, meet a familyOn Interviews in the organization panel an agency sets up video interviews with candidates and confirms video calls that families ask for from its Marketplace profile; both sides get a join link by email, the call runs on Jitsi Meet in the browser, and it is not recorded.4 min read
Video visits and visit notes: remote consultations and the assessment that followsA telehealth appointment has a video room both sides join from the app, and after a video visit or a home visit the skilled clinician writes a structured visit note from the same row; a signed note shared with the family shows under Appointments.5 min read
Your office and schedulers in an agency organizationIn an organization of the kind Agency, the work role Office / scheduler sees staffing across your patients: the panel, coverage, team posts, open shifts and who clocked in. It never sees readings, alerts, medications, notes, symptoms or the flow sheet.7 min read
Hiring forms: W-9, W-4 and I-9 filled and signed in the app, and I-9 Section 2Say whether each person is a W-2 employee or a 1099 contractor; they fill and sign their own forms on their phone; your office completes I-9 Section 2 within three business days, and the finished forms land in the Team file.4 min read
Put your request forms on your website: care, transportation and questionsThree forms families fill in, as iframes on your own website or as pages ExpressAgain hosts for you; every submission lands under Requests in your workspace, the office gets an email, and an estimate shows only when you have set your own rates.5 min read
Client intake: from the first call to the start of careClient intake keeps one record per family, from the first phone call to the start of care: log the call, do the phone screening against the clients you accept, refer out when you are not a fit, keep office tasks, and mark a family lost or not now with a date to check back.6 min read
Client intake: schedule the assessment and send the welcome packetSchedule the in-home assessment with the people who go and a calendar file, confirm it to the family by email, text or both after you read the preview, and send your own welcome packet through one private link that shows you which files the family opened.3 min read
Client intake: the in-home intake, your own e-sign, start of care and the countsDo the in-home intake on a tablet one section at a time, have your own consents and service agreement signed on the tablet or by a private link, start care by creating the client without sending anything, then invite the family when you confirm; Sources and conversion counts where families came from and how many started.6 min read
Holding a start of care until it is readyReady to start lists what a family still needs before care begins, each item read from its own record; with the hold on, Care started and the first shift wait until every required item is done, or until someone taps Start anyway and says why, and Sources and conversion shows which missing item is delaying starts.4 min read
Your agency profile and team file: credential each professional onceAn agency keeps one file per professional (license, CPR card, TB test, training, a skills checklist it validated) and every client home that professional works in reads it, under the stricter of the family's rule and the agency's own.7 min read
Hire through ExpressAgain: post jobs, take applications on your site or ours, and invite the person you hireAn agency posts its jobs on Hiring, takes applications on a careers page we host, on its own website through two small embeds, and from the Marketplace, works each applicant through a pipeline, and hires with one tap that sends the team invitation.5 min read
Agencies: ending a professional's work and rehire statusWhen a professional's work with your agency ends, record whether they are eligible for rehire and why; your record stops your own invites, hires, adds to client homes and Marketplace matches, and never leaves your agency.2 min read
Your agency's agreement with ExpressAgain: Agreement 6, signed on paperOn Settings, the Agreements card: read Agreement 6 on paper, fill in the agency's legal details, sign as the administrator, and ExpressAgain countersigns at once.2 min read
Getting started as a provider in a practiceThe first time you sign in, a short welcome; then a Getting started checklist on your Panel whose steps check themselves off as you use the app.3 min read
The guide: turning it on and offShort tips on each page of the panel and on a patient's dashboard, the first time you visit; the Guide button turns them on or off and restarts them.1 min read
Your account in the organization panelMy account holds your profile, your organization and role, how alerts reach you, phone notifications, your password, your patients and Sign out.1 min read
Suggesting a featureAnyone signed in can suggest a feature, say why and how important it is, and follow its status.2 min read
Reports for a practiceThe same health reports the family reads, per patient, and an organization summary by location and provider with a CSV.2 min read
Billing support: what the month documents, who it counts, and the estimated reimbursement opportunityLog time and contacts on the dashboard; the monthly report shows whose time counts for which practice, the per-program checks with consent, the flagged-alert trail, a medical necessity draft and a labeled estimate — it never picks a code.4 min read
Learn the app, and where clinicians get helpPartly builtShort app lessons the family edits, an Email support door, and an app assistant that is marked Not yet.1 min read

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