ExpressAgain

Finding your way around: the menu

Dashboard, My Care Plan and My People on top, then Communicate, ID Care Plan, HCT Management (with Find HCT as its last item), the patient's care group, Family and Friends, More, and Emergency.

3 min readUpdated For: family, patient

For the account owner and caregiver-role accounts, the very first line is Getting started (with its progress, for example Getting started · 3 of 6), while setup is under way; once setup is done the line leaves the menu, and accounts that already existed never have it. It never shows on the patient's own key or for family and friends.

The menu on the left (the three lines on a phone) has three links on top — Dashboard, My Care Plan and My People — then groups you can open and close: Communicate; ID Care Plan; HCT Management (Home Care Team Management), whose last item, Find HCT, opens the hiring pages under it; the group named after the patient, for example Debbie's care; Family and Friends; and More (Notifications, Help Center, What's new). Emergency is always the last link, in red. Referrals, Profile and Settings sit at the bottom.

My Care Plan sits between Dashboard and My People because the plan belongs to the patient and everyone else works from it. It opens the Home Care Team Plan, the 25 sections which the care team works from, each on its own page. It is one link, for the account owner and caregiver-role accounts; a family member or a friend does not see it.

Each group holds the pages of that world. ID Care Plan is the clinical picture: Status Board, Care Team, IDC Team feed, Health Tracking, Prescriptions, Appointments, Insurance & Devices, Doctor's Records (when the family has it), Reports and Outcomes. HCT Management is the Home Care Team, one page per job, each with its own address and its tabs: Dashboard, My Care Team (Team Directory, Agencies & Staff, Rates & Arrangements), Scheduling & Coverage, Time & Attendance, Care Tasks & Checklists, Invoices & Payments, Compliance & Credentials, Rewards & Recognition, Reports, Settings, and last, Find HCT. Find HCT is the hiring side, not a group of its own: open it inside HCT Management for Marketplace Home, Find a Team Member, Quotes, and Interview & Hire. An old link to a Home Team page (My Care Team, HCT Management, Compliance & Credentials, Home Care Team reports) opens the page that holds it now. The patient's group holds the Day plan (named after the patient, like Debbie's Day), Visit Flow Sheet, Coming Home, Supplies, Menu and Kitchen, Eating Out, Emergency Plan Card, Important papers, the Schedule, Visit Planning, Visitors, My Vault and Bills and Payments.

You can close every group, including the one you are in, and the app remembers your choice on that device. A linked family member or friend sees a shorter flat menu with only the circle pages they can use.

What it looks like

Screens at phone width, with sample names — no real person’s information.

The phone menu open: Dashboard, My Care Plan, My People, then the groups Communicate, ID Care Plan, HCT Management (Find HCT is inside it), the patient's care, Family and Friends and More, Emergency, then Invite more family and Referrals.
The phone menu open: Dashboard, My Care Plan, My People, then the groups Communicate, ID Care Plan, HCT Management (Find HCT is inside it), the patient's care, Family and Friends and More, Emergency, then Invite more family and Referrals.
The More (three dots) menu at the foot of the left menu: What's New, Referrals, Help, About, Blog, Careers, Feedback, Get the app, then the policies.
The More (three dots) menu at the foot of the left menu: What's New, Referrals, Help, About, Blog, Careers, Feedback, Get the app, then the policies.
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