Your agency profile and team file: credential each professional once

The agency profile. On Settings, an organization of the kind agency has an Agency profile card under Organization, in six closed sections with a one-line summary each: Kind and licenses (home care, non-medical, or home health, skilled; each state license with its number, type, expiry and a copy you upload), Service area (ZIP codes, or miles around one ZIP, and the counties or towns in your words), Services and payers (companion, personal care, homemaker, respite, skilled nursing, therapy; private pay, Medicaid waiver, Medicare, VA, long-term care insurance, a managed care plan), Policies (medication, overtime and call-offs in your words, with a few switches), What every professional must hold, and On your invoices (business name, remittance address, the last four digits of an EIN and the other lines your office prints). The organization admin edits and saves the card; everyone else reads the summaries.

What every professional must hold. The same four rows a family sets: a CPR card, a license, a TB test, dementia and stroke basics, each with the days a new person has to get it, and whether new shifts go on hold after the deadline. In a client home where a professional works through your agency, the stricter rule wins: a type either of you requires is required, the shorter number of days applies, and the hold is on if either of you turned it on. The family's own rule is never changed. Under it you choose which document types families may see: license, CPR, TB, training and skills checklists are shared unless you switch one off; a background check, liability insurance and other papers only if you switch them on. Tax forms (W-9, W-4, I-9), direct deposit and photo ID are never shown to a family.

The team file. On Team, each person's row has Team file. Your administrators and your office (the home care agency office discipline) see every document, file a new one (a PDF or a photo, with the number on it and its expiry), mark one Verify, I looked at it, undo that, and remove one. The professional sees their own file and files their own copies, which read Not verified yet until someone at the office verifies them. A nurse who is a location or organization administrator reads the documents families may see and validates skills checklists. Anyone else sees nothing, and another organization never does. Verified means a person at your agency looked at the document; ExpressAgain does not check it with a state or a school. At the top, three lines: whether the file holds what your agency requires (and how many copies have expired), the medication confirmation, and the client homes that read the file, by the patient's first name.

The skills checklist. Under Skills checklist, pick the role's checklist (RN, CNA, Caregiver and Companion, or the Older Adult add-on) and Start. Rate each skill Competent, Needs improvement, Not evaluated or Not applicable, with how you checked it, then choose the final determination, type the evaluator's name and title and tap Sign and validate. Competent is refused while a skill is rated Needs improvement. The review falls due a year later; Reopen for a re-check starts again.

In each client home. For a professional whose login in a family's home is linked to your agency, that home reads the file. The family's Documents show On file with your agency, verified on a date, for every type you share, with View; the family's Who has completed what table shows the same line where the home holds no copy of its own; the professional's credential chip, the hold on new shifts and the reminders all count your current copies (an expired copy counts nowhere). The medication confirmation reads Medications validated by your agency, placed below the family's own word: a family that marked the person as not giving medication, or rated medications Needs improvement on its own checklist, is never overruled. Getting started in that home shows the license and CPR card, training, background check and skills checklist done when your file holds them; the steps that belong to the family (its agreement, learning about the patient, its own checklist, the house code) stay in the home.

Which homes read the file. A home reads it for a professional whose login there is linked to your agency: the login your organization made when the family accepted your agency (or when the professional opened that client from the panel), and, in a home whose office login you linked with Link this home, every professional the family or your office linked to that office login.

Invite by phone. On Team, an agency's invite form has Mobile phone, for a text invitation. With a number, with or without an email, the invitation is recorded and the page shows the text to send: it names your agency and carries the person's own link, nothing about any client. Copy the text, or Open in Messages to send it from your own phone; ExpressAgain does not send it for you. The person opens the link, types their email (they sign in with it), confirms their name and chooses a password. An email that already has an ExpressAgain login joins with the password it uses now. Resend invite on their row gives a fresh text with a new link.