Home Team Care Plan
Finding, hiring, paying and managing the professionals who help in the home.
50 articles
- The Home Care Team pagesHCT Management is one page per job, each with its own address and a few tabs; Find HCT is where you look for and hire someone. My Care Team lists the Home Care Team only.4 min read
- The patient's own voice in the record: shift reviews, care checks, Report a concernAfter each shift the patient's own login says how it went, confirms whether a logged turn happened, and can report a concern in the patient's own words; the family reads it all on Home Care Team reports, the professional never does.4 min read
- Expected care events: a turn every 2 hours, a skin check at the start and the endChecklist items that repeat during every shift, ticked one occurrence at a time, so a missed turn is a named gap on the shift instead of a blank.3 min read
- Home Care Team PlanMy Care Plan in the menu opens the Home Care Team Plan: 25 sections, each on its own page, where every field is filled in place and saves as you type. Values the app already keeps show in the plan and save back to where they live.12 min read
- Transfers and mobility: how much help the patient needs, and who will take itRecord how much help the patient needs to move on the care plan, on the standard therapy scale in plain words; agencies say which clients they accept; families see whether a listing matches; and a job post asks for transfers and lifting as duties of the work.6 min read
- View Care Plans: every plan, its versions, the Main plan and Compare plansView Care Plans, at the top of My Care Plan, lists every care plan for the patient: the family plan and each clinician's own plan, with every version saved, the uploaded plan documents, the Main plan pill and Compare plans.6 min read
- Start from your own plan: upload a care plan documentUpload a care plan an agency or a hospital wrote, read what the app proposes for each section with the document's own lines beside it, and confirm each proposal with Looks right, Change or Not now.4 min read
- Marketplace Home: the family's hiring dashboardOne page that says where things stand and opens the right door, in the order hiring actually happens.1 min read
- Find a Team Member: the questionnaire, and the Candidates tracker with its trialSend a person you are considering a de-identified questionnaire, read the answers side by side, then accept, propose a different rate or decline. For people you found on Care.com or through someone you know, Interview & Hire has a Candidates tab: your checks, your notes, the offer, and a trial of a few paid shifts before they join for good.4 min read
- Write a job description in a few tapsAnswer a few questions with buttons and get a complete job description for a home care professional, written with the credentials your state allows. Edit it, polish the wording, then post it as a care request (a family) or in Post a job (an agency), or keep it as a draft.5 min read
- Home care by city and stateEvery city, town and place in the United States has a home care page, a jobs page and an agencies page on the public site, built from the Census place list and the live Marketplace numbers, in English and in Spanish under /es.5 min read
- Search the Marketplace for a professionalReal professionals in the system, searched by care type, clinician type (RN, LPN, NP, wound care nurse, CNA, PCA, MA, phlebotomist, EMT, therapist), who (independent professionals or agencies) and ZIP; every card shows a photo or logo, the city and state, how far they go, what they have done on ExpressAgain and a rating only when a family has left a review; the full profile adds years of experience, the starting rate, languages, safety, reviews, availability, an introduction video and other professionals near here.18 min read
- How the Marketplace matches professionals to what you needSay what you will pay, the tasks, the credential and when; the Marketplace shows only professionals who travel that far, ask no more than you offer and hold a credential that allows each task in your state.6 min read
- My Care TeamThe people the family has actually decided to work with — cards or a list, each with six standings and a full profile; ended relationships fold into Former.3 min read
- The professional's profile: one record for everythingOne profile per person, in tabs: About, House entry, Agreements, Documents, Hours & pay, Schedule, Getting started and Manage, each on its own page, and everything for that person done right there, from starting and signing their agreement to ending the relationship.7 min read
- Ready to work: what a professional you hire needs before the first shiftFor someone you hire yourself, the first shift waits for a license checked on the state registry (CNA, HHA and nurses) and your Approve to work; CPR is due within 30 days of starting, a background check is recommended and a TB test optional, and you can change each one for your home.5 min read
- House entry: door codes and who came and wentGive each professional their own keypad code when you hire them, revoke it when they leave, and see comings and goings.1 min read
- Agencies and Quotes: get quotes without sharing the patient's recordWrite a de-identified overview and schedule, share one link, and agencies send quotes back into the app.1 min read
- Agencies and Staff: who is at the doorThe agencies coming to the house and every person they have ever sent — nobody is erased, only marked no longer coming.1 min read
- One person on two logins in your homeWhen one professional works in your home twice, on their own and through an agency, mark the two logins as the same person: they can't be on the clock at once, their shifts can't overlap, and each login keeps its own invoices.2 min read
- One login, several ways of workingA professional keeps one login in your home and can work there for themselves and for one or more agencies. Each shift says who it is for, goes on that party's invoice at that party's rate, and each agency sees only its own shifts.4 min read
- When your agency stops working with your homeWhen you end your agency, or the agency ends it, you keep full access for 60 days, 30 more while you look for a new agency, with reminders on your Care team page at 30, 14 and 7 days left.1 min read
- When a home care agency set up your account: claim it, and decide what it managesA home care agency, or another organization caring for the patient, can start the care plan before you are on ExpressAgain. The account is yours, not theirs: claim it with the link it sent, then choose on Care team what the organization keeps managing.3 min read
- Compliance & Credentials: our documentsThe Caregiver Services Agreement on real paper (or a Marketplace hire's agreement, the simple caregiver agreement, or an agency's own contract), the credential policy, skills checklists, and one table of who has completed what.2 min read
- Agreements on real paper: fill, send, sign, and the certificateThe founder's agreements as real letter-size pages: the Caregiver Services Agreement (the South Carolina version for a home in South Carolina) with the Home Access and Property Security Agreement, signed by you and the professional, with a certificate of completion as the last page.4 min read
- Documents, credentials and the W-9Request documents, accept or ask for a new copy, watch expiry dates, and see the W-9 with a logged reveal for the 1099.2 min read
- The Home Care Team pages: rates, schedule, timesheets and invoicesRates and rules per person, the weekly schedule, this week's shifts, invoices to approve and pay, and the shift checklists, each on its own Home Care Team page.3 min read
- The schedule grid: who works when, Add shift, and one sheet per shiftScheduling & Coverage opens on one grid: a row per professional, a column per day, the open shifts on top with each day's filled count. Add shift is one sheet; tap a shift for Change, Offer to … and Remove.5 min read
- Draft, then publish: change the week first, tell everyone oncePublish schedule changes, above the Schedule grid, is Right away or Draft, then publish. With drafts, changes to shifts more than 48 hours away wait, dashed and marked Draft, until you tap Publish; then each professional gets one summary instead of a message per edit.4 min read
- Weekly schedule: change a shift from a date, end it, offer it, and the schedule historyChange a regular shift from a date or end it without losing what it was, offer an open slot to one professional, and read every change in Schedule history.6 min read
- The calendar: Month, Week, Day, By client and By workerEvery schedule screen is a real calendar: shifts as blocks by the hour, a month grid, a status colour with words and an icon on every shift, and a card with the details and what you can do.5 min read
- Availability: the hours a professional can workThe family, the agency or the professional sets the hours a professional can work, day by day in 15-minute steps, overnight windows, Any time (live-in) and dates away; the schedule warns only about hours someone set.3 min read
- Connect your calendar: busy times only, never what they areA professional can connect a Google, Apple iCloud or Outlook calendar by its private iCal address; the times they are busy show as Unavailable on every schedule they work on, and assigning a shift then asks first. Only the times are kept — never an event's name, place, people or notes.3 min read
- Shifts that need several peopleA weekly shift can need 1 to 6 people at once, each position with an optional role (RN, CNA, Phlebotomist …) and PRN; each position is its own slot, so pay, the clock and invoices stay per person.4 min read
- Move shifts on the scheduleDrag a weekly shift to another day or time, onto another person, or copy it; the app checks for conflicts before anything is saved, and Undo takes it back for 10 seconds.7 min read
- Door access: who has a code, and the remindersA list on the Home Care Team Settings (Attendance & Access) of who has a door code, with reminders to remove, give, check and review codes. The list itself never holds a code.4 min read
- The Home Team OverviewHome Team Overview, the first page of HCT Management, shows who is on duty now, today's shifts, coverage issues and credential alerts, and lists what needs the family, each row opening the page where it is resolved.4 min read
- Rewards & RecognitionThe family, an agency, or both can run a rewards program for the Home Care Team: professionals earn points for photos, care logs, finished checklists, being on time and Getting started steps, see a leaderboard, and redeem points for prizes the family or agency gives.5 min read
- Calling out of a shiftChange my hours (it was I can't make it) sends a private notice to the family (and the agency, when the professional works through one), and can put the hours on Open shifts without the reason; nurses, doctors and the rest of the team never see the notice.4 min read
- When a professional leaves early, arrives late or takes off: the banner and Find coverageA professional's change of hours shows in a red or amber banner at the top of Scheduling & Coverage and the Home Care Team dashboard, with Find coverage and OK, noted; the schedule grid draws the shift shortened and the hours nobody covers in red.3 min read
- How open shifts get filled: you choose, or first to claim gets itOne setting for your home: professionals tap I'm interested and you give the shift to one of them (the default), or the first qualified professional to tap Claim this shift has it. A shift can say otherwise when you post it.4 min read
- Clock in and out, the time log and shift reviewClock in and out with breaks, hours become a timesheet and an invoice; hours worked are always paid, and a shift with a required item missing is flagged for the family's review.4 min read
- Paying per visitOn Rates & Arrangements you can pay a professional Hourly or Per visit: Per visit pays a set dollar amount for each visit by its visit type, whatever the clock says, while the hours are still recorded.3 min read
- When a professional is on the wayBefore a shift, the professional can tap On my way with about how many minutes; you get a phone notification (and a text if you turned texts on), and the Status Board shows who is on the way until they clock in.2 min read
- Clock in and out only at the patient's homeThe family sets the house (and any pick-up place for one day); the Home Team can clock in and out only there, checked against the phone's location at each tap.4 min read
- Shift checklists, photo proof and medication shiftsStart-of-shift and end-of-shift lists you write, an optional photo before an item counts, and shifts flagged as giving medication.1 min read
- Home Care Team reportsHouse entry, comings and goings, who has been paid, invoices sent and care team sign-ins — data only, with Print and CSV.2 min read
- Ending a working relationshipA plain notice letter with the last day, released shifts, the final invoice and what to bring back, and whether the person is eligible for rehire; codes are revoked and access ends.8 min read
- Former team, close out and rehire statusEveryone whose work with you ended, with the last day worked, the day they left, the final pay and whether they are eligible for rehire; close out someone who already left, without sending anything.3 min read
- Supporting your professionalsHome care is hard work. Recognize good work, keep schedules steady, avoid split shifts, respect breaks, and let your professionals bring what they love to the job.3 min read
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