NucleusCare Web Portal - Amazon S3 · Power Up. Getting Started. Connect To The Internet. Use the...

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Quickstart Guide NucleusCare Web Portal Staff members that visit and care for clients • To add a new caregiver click on the caregiver tab Complete the caregiver’s information and click The caregiver will receive a PIN via text that they will use to check in when they arrive at a home visit on the client’s NucleusCare device Editing an Existing Client Click on a caregiver’s name in the list to modify their information, view their work log and assign a new visit Visits To create a new visit, click on a caregiver’s name, then click Fill in the pop-up information Caregivers will receive a text message with visit details To view or modify the details of the visit, select it from the Visit Log Messaging To send an SMS message to one or more caregivers, go to the caregiver list and check the boxes next to the staff you wish to contact • Click and input the message you wish to send • Type https://care.nucleuslife.io/control/ into the address bar Enter your email address and temporary password recieved via email Changing Your Password In the navigation bar on the left, click Settings • Click Edit and enter your account information and set a new password • Click in the lower left hand corner of the page Staff members that respond to calls and preform administrative duties Adding a New Coordinator To add a new coordinator click on the coordinator tab Complete the coordinator’s information and click The coordinator will receive a welcome email with a temporary password to log in with Editing an Existing Coordinator Click on a coordinator’s name in the list to modify their information and to set them On or Off Duty Assigning Clients • Click button To allow a coordinator to access all clients toggle “Allow access to all clients” To assign specific clients to a coordinator from the coordinator profile, turn off “Allow access to all clients”, then select the check box next to each client you wish to assign Coordinators Logging In Caregivers Staff Google Chrome is the only supported browser Getting Started If a coordinator is on duty, they will receive on screen and mobile notifications for incoming calls Helpful Hints

Transcript of NucleusCare Web Portal - Amazon S3 · Power Up. Getting Started. Connect To The Internet. Use the...

Page 1: NucleusCare Web Portal - Amazon S3 · Power Up. Getting Started. Connect To The Internet. Use the included DC Power Adapter to power your device. You can connect your device through

Quickstart Guide

NucleusCare Web Portal

Staff members that visit and care for clients

• To add a new caregiver click on the caregiver tab

• Complete the caregiver’s information and click

• The caregiver will receive a PIN via text that they will use to check in

when they arrive at a home visit on the client’s NucleusCare device

Editing an Existing Client

• Click on a caregiver’s name in the list to modify their information, view

their work log and assign a new visit

Visits

• To create a new visit, click on a caregiver’s name, then click

• Fill in the pop-up information

• Caregivers will receive a text message with visit details

• To view or modify the details of the visit, select it from the Visit Log

Messaging

• To send an SMS message to one or more caregivers, go to the

caregiver list and check the boxes next to the staff you wish to

contact

• Click and input the message you wish to send

• Type https://care.nucleuslife.io/control/ into the address bar

• Enter your email address and temporary password recieved via email

Changing Your Password

• In the navigation bar on the left, click Settings• Click Edit and enter your account information and set a new password

• Click in the lower left hand corner of the page

Staff members that respond to calls and preform administrative duties

Adding a New Coordinator

• To add a new coordinator click on the coordinator tab

• Complete the coordinator’s information and click

• The coordinator will receive a welcome email with a temporary

password to log in with

Editing an Existing Coordinator

• Click on a coordinator’s name in the list to modify their information

and to set them On or Off Duty

Assigning Clients

• Click button

• To allow a coordinator to access all clients toggle “Allow access to all

clients”

• To assign specific clients to a coordinator from the coordinator profile,

turn off “Allow access to all clients”, then select the check box next to

each client you wish to assign

Coordinators

Logging In

Caregivers

Staff

Google Chrome is the only supported browser

Getting Started

• If a coordinator is on duty, they will receive on screen and mobile

notifications for incoming calls

Helpful Hints

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Quickstart Guide

NucleusCare Web Portal

• The queue screen shows a list of inbound call requests

• When you click a call in the queue, you will be brought to the client’s

profile

• To call them back, click one of the blue buttons:

• Before placing a call make sure your headset and camera are

connected

• Calls can be placed from the client’s profile at any time

• Each call is logged on the client’s profile; click a call to add notes to it

Queue

Calls

Audio Call Video Call Barge-In Call

Video call that client does not need to answer

Send message to Client’s device

Video call to client

Voice only call to client

Text Message

Friends and family of clients

• To add a family member to a client’s account, click on the client’s

name, click the family tab, then click

• Once you have added the family member, they will receive a welcome

email with instructions

Family

Individuals who receive care from caregivers

Adding Clients

• To add a new client click on the client tab

• Complete the client and click

Editing a Client

• Click on a client to modify their information, change the device

assigned to them, view call logs and patient notes and add family

members

Assigning Devices to Clients

• Click the client’s name

• Click

• Choose the MAC ID that corresponds to the client’s device

• Input a name for the device by clicking the gray line next to the MAC ID

• Clients can be assigned more than one device

Clients

• Can’t hear the client well? Adjust the sliders

to turn the volume up and turn the microphone

gain higher.

• Can’t see the client well? Click to turn on night vision and

see the client even if their lighting conditions are suboptimal.

Assign Device

Helpful Hints

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Quickstart Guide

NucleusCare Mobile App

Logging in For The First Time

• Download the application

• Enter your email address and temporary password received via email

Changes to your User Profile

• To make changes to your user profile, such as uploading a picture,

changing your account information, or putting yourself on duty, click

the icon

Need Help?Send us an email at [email protected] for any questions you might have about the NucleusCare Suite.

Clients

Queue

• The clients tab will show a list of all clients that are assigned to you

• Select a client to see their profile and access a list of their devices,

their call log history and additional information

• To call a client, select one of the blue icons:

• Each call is logged on the client’s profile; click a call to add notes to it

• When a call request comes in the call will appear in the queue

• Emergency requests will appear above normal requests

• Clicking the call request from the queue will bring you to the client’s

profile to place a voice or video call

Getting Started

Audio Call Video CallBarge-In Call

Video call that client does not need to answer

Video call to client

Voice only call to client

Helpful Hints

• Can’t hear the client well? Adjust the sliders

to turn the volume up and turn the microphone

gain higher.

• Can’t see the client well? Toggle to turn on night vision and

see the client even if their lighting conditions are suboptimal.

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Quickstart Guide

NucleusCare Device

Power Up

Getting Started

Connect To The Internet

Use the included DC Power

Adapter to power your device.

You can connect your device through

Wi-Fi or use an Ethernet cable

Settings

Internal temperature

and humidity

Date and local weather

Request Call Button

• Used to call a coordinator

• A calling screen will appear and the on-duty

coordinators will be notified of the call request

• Once a coordinator responds to the call request,

the device will connect to the call

Family Call Button

• If family members have been added to a client’s profile

and set up their mobile app, they will appear in the

menu when the yellow family call button is pressed

Emergency Call Button

• Used to place an emergency call

• On-duty Coordinators will

be notified to attend to it

immediately

Check In Button

• Caregivers will be given a 4-digit

PIN to check in to the client’s

device upon arrival at the client’s

residence

• To check in, tap the green check

in button and follow the on-

screen instructions

• To check out press the green

check in button and follow the

on-screen instructions