The Getting started checklist

Getting started is the first tab of your dashboard until it is done. At the top: your progress (for example 2 of 23 applicable steps done) and one card, Your next action, with one button. Below it, seven stages, each its own section that opens and closes, with its own progress; the stage holding your next action is open. You can do the steps in any order — the stages only group them. Three tracks: an independent professional the family hires directly sees every item; someone staffed by an agency skips tax and pay (that is the agency's business); a visiting clinician has fewer items.

The seven stages. 1 Welcome & Platform Orientation: Create your login, then a short tour of five steps — the welcome, your dashboard, finding this checklist, how uploads work and where to get help. Each step opens the real place and ticks itself once you have been there. 2 Profile & Introduction: Complete your profile, Answer the family's questions (when they sent some) and the Marketplace listing, which is optional. 3 Qualifications & Screening: License or certification (only when your role needs one), CPR / First Aid (its own item, its own expiry), the background screening and Dementia and stroke basics. 4 Agreements & Payment Setup: Sign the care agreement, Documentation and shift review (anyone who signed the earlier version keeps that signature), Tax documents and Set up your payment method. 5 Know Your Client: Learn about the person you care for, Review the care plan, Review your assigned care responsibilities, Your job: care for the patient and log everything, the Skills checklist and Tasks you've been trained on. 6 How to Use ExpressAgain for the patient's care: one guided step per area — Log it with Willie E.A., See where it went, Where readings end up, Supplies, The kitchen, Meals, Shopping, the Team feed and Send privately, and Medications. 7 First Shift Training & Readiness: the lessons on clock in and out, care notes and invoices, Submitting invoices and getting paid, your first scheduled shift, arrival and check-in, authorized house access and the final readiness review.

The words on each step. To do, In progress, Done. Waiting on the family or Pending verification when your part is in and someone else's is next — those never count against you, and Your next action never points at one. Submitted when it is in on your own word or upload and nobody has reviewed it yet. Not applicable when the step was looked at and doesn't apply to you. Not assigned when the family hasn't set it up yet — no skills checklist, no delegated task, no care plan, no shift on the schedule, no clock-in place, no house access. Optional for the Marketplace listing: it never counts for or against you. The count includes only the steps that apply.

Your job: care for the patient and log everything. In stage 5 you read, in plain words, what the family expects every shift: care for the patient and log everything that happens — naps and waking up, the bathroom, meals and drinks, glucose checks when the patient has them, blood pressure, medications given, mood and anything unusual — by voice with Willie E.A. or by typing, because what isn't logged in ExpressAgain the family and the care team can't see. When the family set times for a glucose check on the shift checklist, they show there. Tap I understand; the time and a fingerprint of the exact text are kept with your answer. Stage 6 then shows you where each entry lands.

Two readiness lines. Professional verified covers stages 1 to 4, the general requirements. Ready for this care assignment covers stages 5 to 7, this patient and this home. Ready for first shift appears only when every required step that applies is met, and then I'm ready to work is one button; the family is told and the dashboard lands on My shifts. Finishing Getting started never shows a house entry code: access is only ever the family's to authorize. Since October 21 the required steps also come before your first shift in a home: picking up an open shift, accepting a shift offer and the first Clock in there answer with the stages left until Ready for first shift is met (see Trained before the first shift); the family can additionally require the I'm ready to work tap before the first clock-in, and the header clock says Finish Getting started to clock in until then.

When you sign in. The first time your login opens the dashboard each day while the list is under 100%, Getting started opens as a sheet over the dashboard: a ring with your count, the next three things, Do it now, which jumps to the first one, and Later today, which closes it. After Later today it comes back the next time you sign in, and once more after six hours if you leave the app open. It never opens while you are clocked in on a shift, never over the medications pop-up, never when nothing on the list is yours to do, and never again once you are at 100%. Nothing is blocked: Later today always works.

Your profile is six lines, each Done or Add: your first and last name, a photo, About me (at least 200 characters), your role, your ZIP area and the services you offer. Add opens where that field lives — My profile for your name, photo and About me; your Provider Home for your role, ZIP and services. These are the Marketplace profile's own fields, read from the same record: what the family sees on My Care Team and what the public Marketplace shows is one profile, never two. The Marketplace listing is optional: Show it on the Marketplace or Keep it hidden, whenever you like.

Every item's Done comes from the record it claims, not from a tick: the tax form on file, the pay method saved, the credentials uploaded, the agreement signed, the skills checklist answered, the house-access acknowledgment signed, the training certificate under Documents (or the course you marked complete, which reads Submitted), the lessons acknowledged one by one, the guided pages opened.

Reminders until 100%. One phone notification and one email a day, at 9 AM on your clock, name your next action — for example Take the quick tour of the app is the next thing on Getting started — 3 minutes — with a link that opens it. Daily for 14 days, then weekly, stopping the moment the list is 100% or when you tap Stop reminding me (one tap, in the email, on the sheet or under the list; Remind me again turns them back on). The family's owner sees Getting started: N of M with the date of the last reminder on your profile on My Care Team, and asked to stop reminders if you did. When the family set a start date and it is today, tomorrow or the day after, the reminder leads with it, for example Your first shift is tomorrow; 2 steps left.

What waits for it (October 22). Until the required steps are done, the clock, picking up an open shift, accepting a shift offer, adding a shift by hand and logging care for the patient (readings, doses, symptoms, Log it, the shift checklist) say which stages are left. The family can still put you on the schedule; the shift reads Starts once Getting started is finished. See Trained before the first shift.

On the family's side your checklist shows as one line named after you, for example Jewel's first steps · 4 of 9, so it is never confused with the family's own Getting started. It opens to the same seven stages and the same two readiness lines; a step that reads Not assigned carries a link to the page where the family sets it up.

ExpressAgain may edit an item's words or its place inside its stage, switch one off, make one required, or add an item of its own for every professional on your track; an agency you work through may add its own items, shown with the agency's name in stage 7 — those are the one kind you mark done yourself (Open it, then Mark it done). An item marked not required stays on the list and in the count but never holds back I'm ready to work.