Schedule the in-home assessment. On the family's Assessment visit page, choose the date, the start time, the length (45 minutes to 2 hours), the time zone, who goes (one or two of your own people) and type the patient's address and anything to bring. A tick makes an office task the day before to call and confirm; it stays in the app. Saving sends nothing. Once it is saved, Download the calendar file gives the people who go an .ics with the time, the address and who goes, and nothing about health. Move the visit by changing it and saving again; Mark the visit sets it done, no one home, or cancelled. If the family would like a video call first, Interviews still does that.
The confirmation. Under the visit, your wording from Intake settings is filled in with the caller's first name, the patient's first name, who goes, the address, the day and the time and your phone number; edit it for this family if you like. Choose Email, Text or Both. The email carries the calendar file; the text is short and carries no health details. Review and send opens a confirm with the address, and only Send sends it. A reminder is a button the office taps when it wants one, never a timer.
The welcome packet library. In Intake settings, Packet files, your administrators upload your own files: a brochure, your services, your rate sheet, a client handbook, other files, and your consent forms and service agreement for signature (those must be PDFs). Your rate sheet is your own price list; ExpressAgain never shows a price. What to have ready (the medication list, insurance cards, the doctors' names and phone numbers, power of attorney papers, a photo ID, or your own list) is set in Intake settings too.
Send the packet. On the family's Welcome packet page, tick the files for this family, read the message, choose Email, Text or Both, and confirm. The family gets one private link to a simple page: your agency's name, the patient's first name, each file to open, and what to have ready. No account is needed and nothing about health is on it. Each file on your page says Not sent, Sent with the day, or Viewed with the day and time: viewed means the family opened that file on the page, never an email tracking pixel. The first time a file is opened is also on the family's timeline.
The rules every send keeps. Nothing goes without your confirm; what was sent is kept exactly as sent with your name on the timeline; and ExpressAgain can switch assessment confirmations and packet links off on its side (each has its own switch). While one is off, the page says so and nothing goes.
Step by step
- 1On the family's Assessment visit page, fill in the date, time, length, time zone, who goes and the address, then Save the visit.
- 2Tap Download the calendar file (.ics) for the people who go.
- 3Under The confirmation, choose Email, Text or Both, read it, tap Review and send, then Send.
- 4In Intake settings, Packet files, upload your brochure, your services and your rate sheet.
- 5On the family's Welcome packet page, tick the files, tap Review and send, then Send; come back to see which files were viewed.