The founder's rule, word for word: Care Team helps manage my care. Home Team helps me in my home.
The Care Team is the people who help manage the patient's care — doctors, nurses, clinics, therapists, the hospital. They come first on the Care Team page, and the ID Care Plan group in the menu is their shared clinical picture (ID is short for interdisciplinary).
The Home Team is the professionals who help the patient at home — aides, CNAs, LPNs and RNs on shifts, companions, household help. Each has one profile that holds their contact details, door code, agreements, documents, pay and schedule. The word is professional, never caregiver or staff (they may well be clinicians). The Find HCT group in the menu is where the family finds, hires, pays and manages them.
Which team a person is on is decided by who brought them in, not by the license or by the words Home health. Anyone added through Add to your home team, hired through Find a Team Member or the candidate tracker, or added by an agency office as its own staff is on the Home Team, and so is someone whose title is an aide's (CNA, HHA, PCA). Anyone who joins by booking a visit through the family's booking link, such as a home health agency's nurse or aide coming for a visit, is on the Care Team. Otherwise the role decides: the Home health aide / CNA / companion code joins the Home Team, every clinical code the Care Team.
On the Care Team page, Doctors, nurses & clinics shows the Care Team's cards only and the Home team tab the Home Team's; each list of invites shows only its own team's (Home team invites under Add to your home team, Care Team invites on Invite with a code). Every card shows its team with Move to Home team or Move to Care team; moving someone who signs in is for the account owner. When nothing says which team a card is on, the card asks, and a short list at the top of the page (people to place on the right team) asks about anyone else the app cannot place without the family's word.
The Dashboard has a box for each team: Care Team (doctors, nurses, clinics, therapists and the Care Team's sign-ins, View all opens Doctors, nurses & clinics) and Home Team (the professionals who help at home, View all opens My Care Team). When someone no longer works with the patient, open their card with the pen and tap No longer working with the patient: archive. The card leaves the team lists, the Dashboard and the pickers and is kept under Former, at the foot of Doctors, nurses & clinics, with Restore; past visits and notes stay. When a person's sign-in ends (Remove access, letting someone go, or an organization ending the seat), the card linked to that sign-in is archived the same way.