Care Team Connect: App Setup


  • Family Onboarding

Family Onboarding

Family onboarding is the process of helping a family member get started with the Care Team Connect solution. Depending on the the person's location, availability, and level of comfort using technology, your approach to introducing the program may vary. 

When possible, we recommend introducing the program to the primary family caregiver in person. However, if a face-to-face meeting is not practical, there are also options for introducing the program via phone calls and/or email. 

Customizing the Engagment Profile

If possible, add content to the client's engagment profile, prior to onboarding family members. Adding content in advance not only shows your organization's commitment to personalizing care, but it can also help spark family member creativity. 

To add content to a client's profile:

  • Login to an assigned tablet as a manager
  • Tap the Add (+) button
  • Add a photo, music, or topic


Focus on a few key topics or music preferences and explain how these insights can help with engagement activities.  


Preparing for Family Onboarding

If the primary contact lives locally, coordinate a face-to-face visit to help him or her get started with the Care Team Connect app.

The following suggestions can help you make the most of your visit:


BEFORE YOUR VISIT:

  • Print the Flyer - The Care Team Connect flyer provides an overview of the solution, and can help home care managers expain how it works. 
  • Customize and print the FAQ handout - Families may have questions about tablet setup, Wi-Fi, and costs of tablet. The FAQ handout is available as a Word document and can be customized with your team's pricing model for tablet kits.
  • Bring Along a Kit - Assemble a branded box and pack it with a customized tablet and accessories.
  • Customize the Tablet - Prior to visiting, assign a tablet and customize the prospective client's engagment profile.


DURING YOUR VISIT:

  • Start with WHY - It can be helpful to start the conversation by reiteriating why your team is committed to personalizing client engagment. Use the flyer and FAQ handout as necessary. If possible, share an uplifting personal story or anecdote.
  • Show the Client's Engagment Profile - Use the assigned tablet to show the client's engagement profile. Discuss the photos, topics, or music that your team added. Demonstrate the process for adding content and brainstorm ideas for photos, topics, and music.
  • Discuss the pricing model - Is your care organization providing a free trial? Is there an additional monthly fee for stationing the tablet in the home? Is the Care Team Connect service included free of charge for high volume clients? Make sure to clearly explain the model before moving forward.
  • Help with App Setup - Follow the steps below to invite family members to contribute to a client's engagement profile.

Care Team Connect: Family Invitation

Follow the steps below to send a personalized email invitation.

1. Open Client

Log into the Care Team Connect app as a manager, and select the appropriate client. 

Slide to the bottom of the client page to view Family Members.

2. Invite Button

Family members that have been invited to that client's engagment profile will display.

Tap the Invite button on the right to send a new invitation.

3. Send the Invite

Enter the first name, last name, and email address.

Tap the Invite button to send a personalized invitation via email.

Personalized Email Invite

The client's family member will recieve a personalized email invitation within a few minutes of the submission.

The email will prompt the family member to download the Care Team Connect app, and to sign in using a temporary password.


Welcome Tutorial

Once logged into the app, the family user will see a short app tutorial.

The app then prompts family members to share a photo, a topic that will spark conversation, and a music preference.


Family Onboarding FAQ

1. What if the primary family contact does not own a smartphone or tablet?

Some family members may not be comfortable or able to add content via a personal smartphone or tablet. You can still utilize insights from these individuals to help the care team. Simply discuss topics and music suggestions. To add content to the client's profile, sign into an assigned tablet as a manager.

2. What if the primary family contact does not live local?

Many clients have loved ones that want to get involved, but find it difficult, because they do not live local. In these scenarios, you can coordinate a phone call to introduce Care Team Connect. If possible, send the invitation shortly before your call and encourage the family member to set up the app while you are talking.

3. What are the next steps, after family onboarding?

Your team will use insights from the family to customize the assigned tablet with personalized music playlists and other relevant content. Once the tablet has been customized, caregivers on the team will recieve engagement training prior to stationing the tablet in the home. 

Tablet setup and caregiver training ususally takes 2-4 weeks, depending on the size of the care team.

Family Onboarding

Family onboarding is the process of helping a family member get started with the Care Team Connect solution. Depending on the the person's location, availability, and level of comfort using technology, your approach to introducing the program may vary.  

When possible, we recommend introducing the program to the primary family caregiver in person. However, if a face-to-face meeting is not practical, there are also options for introducing the program via phone calls and/or email. 

Customizing the Engagment Profile

If possible, add content to the client's engagment profile, prior to onboarding family members. Adding content in advance not only shows your organization's commitment to personalizing care, but it can also help spark family member creativity.  

To add content to a client's profile:  

  • Login to an assigned tablet as a manager
  • Tap the Add (+) button
  • Add a photo, music, or topic  

Focus on a few key topics or music preferences and explain how these insights can help with engagement activities.  


Preparing for Family Onboarding

If the primary family caregiver lives locally, coordinate a face-to-face visit to introduce the Care Team Connect app.

The following suggestions can help you make the most of your visit:

BEFORE YOUR VISIT:  

  • Print the Flyer - The Care Team Connect flyer provides an overview of the solution, and can help home care managers expain how it works. 
  • Customize and print the FAQ handout - Families may have questions about tablet setup, Wi-Fi, and costs of tablet. The FAQ handout is available as a Word document and can be customized with your team's pricing model for tablet kits.
  • Bring Along a Kit - Assemble a branded box and pack it with a customized tablet and accessories.
  • Customize the Tablet - Prior to visiting, assign a tablet and customize the prospective client's engagment profile.  

 

DURING YOUR VISIT:  

  • Start with WHY - It can be helpful to start the conversation by reiteriating why your team is committed to personalizing client engagment. Use the flyer and FAQ handout as necessary. If possible, share an uplifting personal story or anecdote.
  • Show the Client's Engagment Profile - Use the assigned tablet to show the client's engagement profile. Discuss the photos, topics, or music that your team added. Demonstrate the process for adding content and brainstorm ideas for photos, topics, and music.
  • Discuss the pricing model - Is your care organization providing a free trial? Is there an additional monthly fee for stationing the tablet in the home? Is the Care Team Connect service included free of charge for high volume clients? Make sure to clearly explain the model before moving forward.
  • Help with App Setup - Follow the steps below to invite family members to contribute to a client's engagement profile.

Care Team Connect: Family Invitation

Follow the steps below to send a personalized email invitation.

1. Open Client

Log into the Care Team Connect app as a manager, and select the appropriate client. 

Slide to the bottom of the client page to view Family Members.

2. Invite Button

Family members that have been invited to that client's engagment profile will display.

Tap the Invite button on the right to send a new invitation.

3. Send the Invite

Enter the first name, last name, and email address.

Tap the Invite button to send a personalized invitation via email.

Personalized Email Invite

The client's family member will recieve a personalized email invitation within a few minutes of the submission.

The email will prompt the family member to download the Care Team Connect app, and to sign in using a temporary password.


Welcome Tutorial

Once logged into the app, the family user will see a short app tutorial.

The app then prompts family members to share a photo, a topic that will spark conversation, and a music preference.


Family Onboarding FAQ

1. What if the primary family contact does not own a smartphone or tablet?

Some family members may not be comfortable or able to add content via a personal smartphone or tablet. You can still utilize insights from these individuals to help the care team. Simply discuss topics and music suggestions. To add content to the client's profile, sign into an assigned tablet as a manager.

2. What if the primary family contact does not live local?

Many clients have loved ones that want to get involved, but find it difficult, because they do not live local. In these scenarios, you can coordinate a phone call to introduce Care Team Connect. If possible, send the invitation shortly before your call and encourage the family member to set up the app while you are talking.

3. What are the next steps, after family onboarding?

Your team will use insights from the family to customize the assigned tablet with personalized music playlists and other relevant content. Once the tablet has been customized, caregivers on the team will recieve engagement training prior to stationing the tablet in the home. 

Tablet setup and caregiver training ususally takes 2-4 weeks, depending on the size of the care team.

Care Team Connect: App Setup


  • Family Onboarding