Step 5: Go-Live Prep
Review this article to prepare your field staff for app training and to prepare to go-live using eCaring.
Purpose
To prepare field staff to use the mobile app effectively and to ensure you are ready for your agency go-live date.
Who should review this article?
Administrators
Mobile App:
- Review and Update Mobile App Settings:
- Review article: Alerts & Notifications
- Update your Mobile App Settings
- Enable alerts and notifications
- Review article: Alerts and Notifications
- Update your Alerts and Notifications Settings
- Send app invitations to staff
- Review the article: How to Send Mobile Invites
- Notify field staff that you will be sending the invites to the mobile app. Be sure to include a date as this is time sensitive. Also, notify staff they may need to check their email spam/junk folders as well. Include these helpful links in your email: How to download and Sign-up and How to Use the Mobile App
- Invite stafff to use the app
- Instruct staff to:
- Download the app and sign in
- Review the app and features
- Begin using the app to clock-in and out of shifts starting on your go-live date
Best Practices
- Require app usage before go-live.
- Use notifications for compliance (clock-in/out, task completion).
- Provide quick-reference guides for field staff.
Visit Management:
- Visit Management
- Review article: Shift Monitor & How to Manually Clock Staff in and out
- Review your Shift Monitor to watch for missed clock-ins or out
- Verify your shifts
- Review the articles: How to Set up Visit Auto Verification, How to Verify Visits
- Review shifts daily for accuracy and verify visits to prepare for your first accounting cycle
Best Practices
- Check the Shift Monitor page frequently to identify staff that maybe having difficulty using the app or for missed clock-ins or outs
- Review and verify visits daily
Once your staff is using the app, it is time to prepare for your first accounting cycle. Review the Accounting Section and attend the Accounting Webinar on Thursdays at 1:00 est (except for holidays)- Select Here to Join the Webinar