The menu has two groups for the people who help at home. HCT Management: Dashboard; My Care Team (Team Directory, Agencies & Staff, Rates & Arrangements); Scheduling & Coverage (Calendar, Staff Schedules, Open Shifts, Activity); Time & Attendance (Live Attendance, Timesheets, Adjustments); Care Tasks & Checklists (Care Routines, Checklist Templates, Shift Activity); Invoices & Payments (Pending Approval, All Invoices, Payments & Ledger); Compliance & Credentials (Agreements, Requirements, Skills, Who's ready); Reports; and Settings (Attendance & Access, Billing, Care Documentation, Shift Policies, Reminders). Find HCT: Marketplace Home, Find a Team Member, Quotes, and Interview & Hire.
Each page and each tab has its own address, so a link or a bookmark opens exactly that tab. Two by two on a phone, the tabs sit under the page's heading, and only the open tab shows. The setup lives in Settings (where the clock works, the door, who the invoices go to, photo proof); history lives in Activity or Reports (the schedule history, the year summary).
My Care Team lists the Home Care Team only: the people you brought in for the home, through Add to your home team, through Find a Team Member, or in an aide, CNA or companion role. A clinician who joined through an invite to the care team (a therapist, a doctor, a nurse from the home health agency, hospice) is on Care Team, under Doctors, nurses and clinics. An agency's office login is on Agencies & Staff. If someone is on the wrong list, the account owner opens their profile, Manage, Role on the team, and picks the Team: Home Care Team or the IDC care team. The change is recorded with who made it and when.
Old links still work. An email or a bookmark with the old address (My Home Team, Home Team management and its tabs, an invoice link, Home Team agreements, Home Team reports, Staffing notices) opens the page that holds it now.
Door codes: a code is kept encrypted and shown only on a deliberate tap, to the family and to the professional it belongs to after they sign for it. Every code assigned, shown, signed for, changed or turned off is recorded with who and when (Code history on the person's House entry tab), and every live code is turned off the moment the person's access ends, whichever way it ends.
Step by step
- 1Open the menu, then HCT Management, and pick a page.
- 2Tap a tab under the page's heading; the address changes with it.
- 3To move someone between the Home Care Team and the care team, open their profile, then Manage, then Team.