8/16/23, 4:55 PM Caregiver Mobile App Guide

Caregiver Mobile App Guide

Download the WellSky Personal Care App

On an Apple Device: On an Android Device:

1. Go to the App Store. 1. Go to the Google Play Store.

2. Search for "WellSky Personal 2. Search for "WellSky Personal
Care." Care"
3. Tap "GET" and wait for the app to 3. Tap "Install" and wait for the app
download. to download.
4. Open the app. 4. Open the app.

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Logging in

1. Enter your Username Important! Do not use

(email address) and tap Fingerprint/Face ID on shared
Continue to Login. devices.

2. Enter in your Password and

tap Login. For security Notes:
reasons, WellSky® Your agency will send you a Portal Invite
Personal Care will not email to create your password.
remember passwords.
Usernames & Passwords are case
3. If you work for more than sensitive.
one agency, tap the agency
you wish to use to sign in. If you forgot your password, tap Forgot
Password? then enter your email address
4. Ensure that you have and tap Reset to send an email to reset
enabled location services your password.
on your device and choose
to share your location with The version number of the app displays
the mobile app. on the lower-right corner of the log in
screen. Enable automatic updates to
Fingerprint/Face ID ensure that your app version is always the
most up to date.
You must first enable
Fingerprint/Face ID on Decide if you would like WellSky®
your mobile device then Personal Care to remember your
enable Fingerprint/Face ID username for your next login.
from your profile in the
mobile app.
Important! Information is
confidential and must
Once you have configured always be protected. As a
Finerprint/Face ID, you security precaution, you
can tap Log in with Face will be automatically
ID/Fingerprint going logged out of the app after
forward. 20 minutes.

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Your Profile
Toggle Fingerprint or
1. In the upper-left corner, tap Face ID sign in on
the mobile app main menu. then tap the back
button in the upper
2. In the upper-left corner, tap left-hand corner to
your name/agency name to save.
open your profile.
Now, when logging
A. Change password: in, you can tap the
Tap the lock option to use "Login
icon next to with Face
your name. ID/Fingerprint."
Enter your
current C. Language
password. Preference:
From your
Enter a new profile, scroll
password. down to
Enter your new "LANGUAGE"
password again and tap the
to confirm. selected
language.
In the upper-
right corner, tap Tap your
SAVE. preferred
language,
B. Enable options include
Fingerprint/Face ID English or
Sign In: Spanish.

You must first Mobile app text

enable will be
Fingerprint/Face translated to
Id on your your selected
mobile device. language.
Refer to your
mobile device Pre-shift
user manual for messages, tasks
direction and forms will
remain in
English.

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Getting Directions
On an Apple device: On an Android Device:

NOTE – NOTE –
Apple will Android lets
default to you select your
Apple Maps navigation
unless you application.
change it to Google Maps
use Google should be the
Maps. default.

1. On the Shifts page, 1. On the Shifts page, tap

tap the client's the client's address.
address. 2. Select which Mapping
2. Select the route and app to use (if you have
tap "GO." more than one installed).

3. To see details such 3. Select the route and tap

as apartment "Start."
number, go to the 4. To see details such as
mobile app main apartment number, go to
menu and tap the mobile app main
Clients. Tap the menu and tap Clients.
client's name to Tap the client's name to
view their profile view their profile
information. information.

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8/16/23, 4:55 PM Caregiver Mobile App Guide

Clock in for a Shift

1. From the Shifts screen, tap the shift you wish to clock-in to.
2. Review the tasks assigned to the shift.
3. Tap the orange Clock-in bottom at the bottom of the screen.
If you are too far away, you many not be able to clock in. Note the
distance in the green bar at the bottom.
If you are early, you may not be able to clock in yet.

4. If enabled, a pre-shift message will display. Read the message then tap Ok.
5. If enabled, answer the COVID-19 caregiver questionnaire.
Read and answer each of the questions honestly.
Any yes response will trigger an alert to your agency so they can
follow up accordingly.
When finished, tap Submit Form to submit your responses and clock-
in for your shift.

Complete the COVID-19 Client/Client Contact

Questionnaire

If enabled:

1. After clock-in, you will see the COVID-19 Client

Questionnaire.
2. Ask the client of a family member each COVID-19
screening question about the client and record the
answer. Any yes responses will trigger an alert to
your agency so that they may follow up accordingly.
3. When finsihed, tap Submit to submit the client's
responses.
4. Repeat for Client Contact Questionnaire(s) if
applicable.

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Recording Complete or Incomplete Tasks

1. To clock out, you must indicate the status of all shift

tasks.
2. If a task was complete, tap yes. Follow your agency's
best practices regarding comments for completed
tasks.
3. If a task was not complete, tap no.
You will be required to enter a reason why the
task was not complete.
After entering your comment, tap Submit to
save.
Tap the X to close and return to your shift
details.

Access Client Information

A. From the main menu, tap Clients.
1. Tap on the client's name to open their profile
and view:
Location and map to the client's
address.
Contact Information
Upcoming Shifts
Care plan
Emergency Contacts

B. From the main menu, tap Shifts.

View shift information for:
The current month.
Previous three (3) months.
Future months.

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Access the Care Plan

1. From the client profile or the shift details, tap Care

Plan.
2. Tap on the arrows next to the Care Plan sections to
expand and view more details.
3. If the Care Plan is updated you may be required to
read and acknowledge the updated Care Plan.
Read through the Care Plan then sign or tap
"Acknowledge" to acknowledge that you have
read the updated Care Plan.
A record is made for your agency that you
have acknowledged the updated Care Plan.

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8/16/23, 4:55 PM Caregiver Mobile App Guide

Uploading HIPAA-Compliant Photos

Important! Only take photos using the app

and do not take pictures using your camera
outside of the mobile app.

1. From the shift, tap the Camera icon twice.

2. Tap the circle at the bottom to take a photo.
3. Add a comment to explain the photo
4. To upload the photo, tap Upload.
5. You will not be able to see the photo after it is
uploaded. The office and people with access to the
client's online Family Room portal will be able to see
the photo.

TIP – Focus on ways you are helping the

client and show positive experiences and
engagement in the photo you upload.

Add Mileage & Comments

1. Tap Add Comment to add a general comment about

your shift.
2. If enabled, you will have the option to allow the next
caregiver to read your comment.
3. Messages left by a previous caregiver are closed
when the message is marked as "Read."
4. Tap Add Mileage to record any mileage that
occurred during your shift. Leave a reason for the
mileage added. Mileage must be entered as whole
number.

NOTE – Comments & Mileage can be added

during the clock-out process.

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Electronic Signatures

Electronic signatures occur during the clock-out process.

Your agency may require a client signature, caregiver
signature or both.

1. If prompted for the client's signature, hand the phone

to the client, ask them to review the shifts details
such as clock in time and task status and ask them to
sign to confirm the information is correct.
2. After the client has signed, tap Next.
3. If prompted for your signature, review the shift
details and sign to confirm.
4. Tap Next to continue the clock-out process.

Report a Change in Condition

During the clock-out process, you may be asked yes/no

questions and if your client's condition has changed.

1. If you answer yes to any of the questions, you will be

asked more details. .
2. "Yes" responses will trigger an alert to your office so
that they may follow up accordingly.

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Safety at Work: WorkSafe

During the clock-out process, you may be asked if you

had a safe shift.

1. If you had a safe shift, tap Yes and continue clocking

out.
2. If not, tap No and explain why your shift was not
safe.
3. If may also be asked if you were injured. If so,
response with Yes and explain what happened.
4. Tap Next to continue the clock-out process.

Clock Out of Your Shift

1. Tap Clock Out.

2. Update or confirm all task statuses, general
comments, Change in Condition, or Work Safe
responses.
3. Tap next to advance through the clock-out process.
4. Tap Confirm to confirm shift details and clock-out
of your shift.
5. Wait to exit the app until you see the "Great Job!"
screen to ensure that your clock-out has been
recorded.

NOTE – If your shift started on the previous

day (overnight shift), you must go back to
the day the shift started, locate the shift and
clock-out.

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Logging Out

Logging out of the mobile app helps secure the system

and protect client information. The app automatically
logs you out after 20 minutes of inactivity.

1. Tap the main menu in the upper-left hand corner.

2. Tap Log out.

Important! Logging out of the app will

NOT clock you out of your shift.

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Open Shifts
Schedule or request "open shifts" from
the mobile app.

1. From the mobile app main menu,

tap Open Shifts.
2. Under the "All Shifts" section, a list If you were scheduled to the
of available open shifts displays. shift, the shift is no longer visible
There are two types of open shifts: in the Open Shifts section and
can be viewed from the Shifts
section.
Pre-approved shifts will have the
action to Schedule If you were not scheduled to the
1. Next to the shift tap shift, the status of the shift will
"Schedule" then tap "Yes" to changed to Denied and will
confirm you want to work. If remain visible from the Open
you do not want to work the Shifts section for 24 hours.
shift, tap "No."
Notes:
2. If you respond "yes" to a pre-
approved shift, you will If your agency has not enabled
receive immediate the ability to offer Needs
confirmation that you were Approval shifts, the Open Shifts
scheduled. interface will appear differently
than the screen shot and:
Needs Approval shifts will have the You will only be able to
action to Request schedule Pre-approved
1. Next to the shift tap shifts by tapping
"Request," then tap "Yes" to "Accept."
confirm you want to work The first caregiver to
the shift. If you do not want accept a pre-approved
to work the shift, no action is shift will be scheduled to
needed. the shift so it is important
2. The status of the shift will to respond promptly.
change to "Requested." Once
an admin schedules a
caregiver to the shift, the
status of the shift will
update:

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Chat & Broadcast Messages

1. From the mobile app main menu, tap Chat.

View your message history and reply or send
a message to individual administrators.

2. From the mobile app main menu, tap Broadcast.

View group messages sent by your office.
Please note that you will not be able to send
or reply all to a group message.
Tap the arrow in the upper right-hand corner
of the message to respond to the individual
administrator.
You may not be able to respond from the
broadcast message itself. To send a message
to an administrator use the Chat menu.

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Hours Wanted and Unavailability

Hours Wanted:

1. From the mobile app main menu,

tap Hours Wanted and
Unavailability. Please note that if
"Request Unavailability is
disabled" the menu option is called
"Hours Wanted."
2. Enter the number of desired hours
you wish to work weekly and tap 4. Enter details of your
Submit. unavailability including dates,
times, repeat cycle (optional),
3. To enter your unavailability, tap reason and note. All fields are
Request Unavailability. required unless otherwise noted.
4. Enter in the From/To details, if it 5. When finished, tap Submit.If the
Repeats, and a Reason (Note unavailability conflicts with a
required). shift, you will receive an error
message and prompted to call
Request Unavailability: (if enabled) your agency.
6. If the unavailability request does
Important! You may only not create a conflict, you will
request unavailability receive confirmation that your
which does not conflict request was submitted. An
with existing shifts. If you administrator will need to review
would like to cancel a your request. Once it is reviewed,
shift, please contact your you will receive an email to
agency. confirm if it was approved or not.

1. From the mobile app main menu,

tap Hours Wanted and
Unavailability.
2. Tap Request Unavailability.
3. Acknowledge the unavailability
warning.

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Ad-Hoc Shifts

If enabled, your agency will allow you to create your

own shifts.

1. From the Shifts screen, tap Create A Shift.

2. Fill in the shift end date/time and select the client.
3. If applicable, choose the corresponding authorization
for the shift. Contact your agency if you are unsure
what to select.
4. Your ad-hoc shift will start when you tap "Submit."
5. Complete and clock-out of your shift as normal.

NOTE – You are unable to create a shift if it

exceeds the client's authorized hours.

Tips & Tricks

Mobile Settings

1. Make sure that Location is enabled.

2. Set the Location to "Always Allow" or "While Using for
WellSky® Personal Care & Maps."
3. Enable automatic updates to keep from having to manually
install updates.
4. Make sure Maps is installed and working. You should have
cellular data and location enabled for Maps.

Other Tips

Right Time: Make sure you aren’t trying to clock-in too early
for your scheduled shift or after it has ended.
Right Place: Make sure you are at the right location and not
too far away.
Confirm: When clocking out, make sure you see the “Great
Job” screen as confirmation that you successfully clocked out
of your shift.

Thank you for choosing WellSky® Personal Care!

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