The dashboard opens with Welcome to the patient's care team (under Interdisciplinary Care Team (IDC Team) Dashboard) and your name; on the Home Team (a home health aide, CNA or companion, or anyone the family added through Add to your home team) it reads Welcome to the patient's Home Team, under Home Team Dashboard. Then come the last-updated line and Your shift today with the Clock in / Clock out button. Directly under that button sits the menu bar: eight doors in two rows of four — the first row is about the patient in view (Today, the patient's care, About the patient, Clinical), the second row is always your own (My shifts, My paperwork, Billing & pay, Settings) — then, under a light line, Favorites, then the open door's tabs. Tapping a tab brings that tab's page up right under the bar, and only that tab shows under it — nothing else is stacked on the page. The bar's top row says where you are (for example Debbie · Medications) and carries Hide menu: hidden, the bar is that one slim row, it stays at the top of the screen while you scroll, and Show menu opens it again; the choice is kept on that phone or computer. On a computer the open bar stays at the top while you scroll, as it always has. On a phone or a tablet the bar starts hidden, the open bar scrolls with the page, and choosing a tab, a favorite or a door with one tab hides it again, so the tab starts right under the slim bar; a door with several tabs keeps it open on that door's tabs. Also on a phone, Menu at the top left of the screen opens a drawer listing every door with its tabs: tap one to open it; Close, Escape or a tap outside closes the drawer. The magnifier (Search) beside Log it, on a phone and a computer, finds the tabs you have and the Help Center articles for professionals and clinicians: type medications and tap Medications to open that tab. The welcome at the top is open on your first visit on that device and one line after that; tap its title to open or close it. Today's chips (today's percent, the next Getting started step, items needing attention) and who is signed in sit in the welcome card above the clock. Today is what you focus on when you arrive: Since your last visit (first, and where every clinician lands; a home health aide keeps the Checklist first and lands there, with the summary below it), Checklist, Team feed and Alerts; the team's standing instructions and the latest on the patient sit at the top of Checklist and Since your last visit. The patient's care, named after them (Debbie's care): the Day, the patient's Schedule (Debbie's Schedule: the whole schedule, with appointments, visits and shifts), then, for a nurse, a physician, a therapist, hospice or palliative care, a chiropractor or a community paramedic who joined with the family's code, Home Care Team Plan (the plan's 25 sections, each on its own page, filled in directly or proposed to the family: Fill in the Home Care Team Plan), then Menu & Kitchen, Supplies and Eating Out — the family's own four pages, read in full by every provider login — and the music tab (Debbie's music). On Debbie's Day the steps under each block are yours to tap and each tap is logged with your name and the time; on Menu & Kitchen the minus on What's in the kitchen logs what Debbie ate or drank under your name; Eating Out answers what to order and how a meal did, and a check you save goes to the meal log under your name. On Menu & Kitchen and Supplies you count things down with Used one, put what is running low on the grocery list with Running low (We're out is on the row's ⋯ and in the We're out of this scan), and Suggest something new for what the house does not have; the family answers suggestions. Adding items, prices, restocking and removing stay with the family. About the patient (the door is named after the patient: Debbie), in this order: Patient info, Care targets and instructions, Health Tracking, Medications, Flow sheet, Doctor's records (when switched on), Pharmacies, Reports, Emergency card. Clinical: Assign exercise (SLP, PT and OT only), the team's assignments, Home recommendations, Notes for the patient and the caregivers, then Team tasks, Log a contact (with Your visits and the after-the-visit wrap-up) and Log time, each its own tab. My shifts: My shifts (house entry, Your schedule and the clock, with one line, See my week across all patients), My week (your own shifts in every home you work in with the same sign-in, Week first, each shift named after its patient) and Open shifts (aides and nurses). My paperwork: My agreement, Documents, Skills, and Getting started once it is finished. Billing & pay: this pay period's hours, Make my invoice, My invoices and How you get paid. Settings: My profile (name, email, password, sign out). The agency office has Office, My paperwork and Settings.
Working for more than one family with the same sign-in? The welcome card shows Patient: and the patient's name with a small arrow, beside Welcome. Tap it for the list of your patients: one row each, the one you are looking at marked Current, and Clocked in where you are on the clock. Tap another patient and the dashboard opens on that patient, on the same tab when that patient has it; the first row of doors (Today, the patient's care, the patient, Clinical) follows, and the second row stays yours. With one family there is no chip. On My week, tap a shift in another home and Open Debbie's dashboard (by the patient's name) does the same. The agency office opens its client homes from Team · all clients, and an organization's people open patients from their panel.
Favorites is the row of smaller icons under the doors, always showing, with the word Favorites beside it. You start with Health Tracking, Medications, the patient's music, the Clock (it takes you back up to the Clock in / Clock out button) and Billing & pay; the agency office starts with Invoices. Tap Edit on the Favorites line to add or remove any tab you have, up to seven, then Done. Your Favorites are kept on the phone or computer you set them on, under your login.
While the Getting started checklist is open it is the landing tab and sits as a blue bar right above the doors, with its progress (for example 2 of 9) and an arrow on the right: tap the bar to open it to the next three things to do and Open the checklist, tap again to close it; the choice is kept for your sign-in on that device. Once the checklist is complete the bar leaves the top of the dashboard; Getting started stays behind My paperwork, in the Menu drawer and in My record on My profile. Your discipline comes from the invite code — an SLP invite can only ever be an SLP — and every login ends with My profile: name, email, password, and My record, the same record the family sees, with a row each for agreement, documents, entry code, how I get paid and getting started.
A member of a medical practice, a health system, a hospice or an EMS service who opened the patient from the organization panel sees the practice view instead: the patient's four doors and Settings, no My shifts, no My paperwork, no Billing & pay, no clock and no Getting started (Open a patient: what a practice sees). A home care agency's people keep all eight doors.
On a phone, add the dashboard to the Home Screen from the care sign-in page or the dashboard itself (Safari: the Share button, then Add to Home Screen; Chrome on Android: the menu, then Add to Home screen). The icon is named EA Care Team and opens on the care-team dashboard, not on the family's pages, and it keeps its own sign-in: the first time it opens, sign in once inside it with your care-team email and password. An icon added before October 8, 2026 opened on the family's sign-in and refused a care-team password; remove it and add it again from the care sign-in page.
What it looks like
Screens at phone width, with sample names — no real person’s information.
