Invite a clinician or a home professional with a code

Every clinical role that can join the circle has a code of its own: Speech therapist (SLP), Physical therapist (PT), Occupational therapist (OT), Home health aide / CNA / companion, Chiropractor, Nurse (RN / LPN — PRN, shifts or medications), Palliative care, Hospice, Community paramedic / EMS, Physician (MD / DO / NP / PA), and Home care agency (office / scheduler). Add to your home team or Give access on a card mints the code; send it by link, email, text or QR. A code works once, for this circle only.

Where the code is: on Care Team, the third tab of the menu bar is Invite with a code, and it holds the whole code generator, open — every care type with its code, Copy, and Send by email, text, link or QR. The first two tabs (Doctors, nurses and clinics; Home team) each start with one line, Need to give someone a code? Invite with a code, that opens it. The tab has its own address, Care Team with the Invite with a code tab, so a bookmark lands straight on it.

The code is what opens the patient's record to a person. Someone who signed up on the Marketplace on their own is a platform provider and is on nobody's team; they appear on your Care Team page only after they join with a code you issued. When they do, they keep the password they already have, and their own Marketplace profile stays theirs and separate from their seat on your team.

Which team they join. The Home Team helps the patient at home; the care team helps manage the patient's care. A Home health aide / CNA / companion code, and anyone added through Add to your home team whatever the role, joins the Home Team: the join page reads You're invited to Debbie's Home Team, the welcome says Home Team, and the dashboard is the Home Team Dashboard. Every other code (nurse, therapist, physician, hospice, palliative care, community paramedic, case manager) joins the care team, the Interdisciplinary Care Team (IDC Team). The home care agency's office keeps its own office view. The sign-in page and its address are the same for both.

The person opens the IDC Team sign-in, enters the code, says who they are and chooses a password. After that they sign in with email and password from any device. Their discipline comes from the code and shapes their dashboard: therapists can assign exercises; every clinical login can read the day plan, log readings and see alerts; the agency office sees its team, open shifts and invoices, never the clinical record.

A doctor added this way sees the shared clinical window (the day plan, medications, tracking, notes) and can write notes. Until Sept 2026 a doctor could only be a tap-to-call card; now both exist, and a person is one or the other.

Until the person finishes signing up, a reminder goes out once a day, at a different hour each day (8 in the morning, then 4 in the afternoon, noon, 9 at night, and around again), in the patient's name, with the count of new care-team posts since the invite. It stops the moment they join or the invite is cancelled, and after 30 days. The row under Add to your home team shows how many reminders went, when the last one was opened, and when the next one comes.