The professional's profile: one record for everything

Every professional has one profile. The header shows the photo, the name with the credential, the role tag, category and engagement, city and state only, and when they joined; then a stats card (shifts completed, hours this month, credentials on file); then Call, Email and Documents as icon actions. Under it, a row of tabs stays at the top of the screen: About, House entry, Agreements, Documents, Hours & pay, Schedule, Getting started and Manage. Tap one and only that section shows, right under the tabs; tap the next and that one shows instead. On a phone the row scrolls sideways and the header shrinks to one line on every tab but About, so the section starts high on the screen. The browser's Back button goes back to the tab before, and a link can open a tab directly (for example …?tab=manage).

About holds what the person wrote about themselves and Name and contact. Hours & pay holds the rate and the ways they work here. Schedule holds the regular slots and their availability. Getting started holds the checklist itself: the steps done, and the family's part (patient training, screening, delegated tasks, cleared to work), open right there.

The dates (October 22). Under the name, one line tells the story so far, for example Offer Oct 20 · Starts Oct 23 · Onboarding finished Oct 22 · First shift Oct 23 (Onboarding not finished while it is not). The Getting started tab opens with Dates: Offer accepted (from Interview & Hire), Start date (the planned first day), Onboarding finished (the day every required Getting started step was done), Orientation / shadow shift (a day and who it was with), First shift (the first clock-in in your home), Credentials checked (the newest check you recorded) and Trial or Added to the team. The Start date and the Orientation are yours to Set or Change; the rest fills in by itself and cannot be typed over. A start date set at the offer shows here and can be changed. When the start is near and Getting started is not finished, Dates says so in amber.

Credentials: what has been checked (October 22). The Documents tab opens with each credential, CPR, License, TB test, Dementia training and Background check, as Verified, Submitted, Missing or Not required. Verified means you, or their agency, checked it and recorded how; a copy they uploaded or a box they ticked reads Submitted until someone checks it, and a copy you accepted still says no check recorded. Record a check keeps the day you checked, how (a state registry lookup, a background check provider, the card or certificate seen, or other), who checked and a short note; never the report itself. Take back removes a check recorded by mistake. For CPR, a license or a TB test you can add the expiry date. What a professional you hire yourself needs before the first shift is on the Getting started tab as Ready to work; see Ready to work.

The Agreements tab is headed Agreements with the person's first name, for example Agreements with Sam, and every agreement with that person is started, sent, signed and read right there. New agreement for Sam starts the agreement that suits them (the Caregiver Services Agreement for someone you hire yourself, Agreement 4 for an agency) with Sam already filled in, and opens the editor in the tab. Other kinds of agreement offers the rest, such as the Simple caregiver agreement, each with Start, and Upload an agency's own contract (PDF) keeps an agency's own paper. Each agreement on the list has one button: Continue on a draft, Open and sign once Sam has signed and it waits for the family's signature, and Open on anything else. Send for signature keeps you on the tab, on the sent agreement. Back to Sam, at the top of an open agreement, returns to the list. Every agreement, for the whole home team links to Compliance & Credentials, the family's library.

Manage keeps everything about ending or checking on the relationship on the profile: Their login (the email they sign in with, Send password reset, and Remove access now for an emergency), End the relationship (the notice, last day, released shifts and final invoice, with this person already chosen), and their own Sign-in history with Print and Download CSV. When the relationship ends you stay on Manage, which then says This relationship ended and the header shows Former.

A link that opens another page (HCT Management for a rate change, Home Care Team reports, Compliance & Credentials) puts Back to the person's first name, such as Back to Sam, in a line at the top of that page; it returns to the same tab of the profile, and it goes away once you move on to any other page.

The Social Security or EIN number never comes down with the record. A deliberate Reveal is logged on the server and the number leaves the screen after twenty seconds, like the door code. The owner can also type a number in by hand when the person has not filled a W-9 in the app.