OBJECTIVE: This article provides instructions on how to complete a shift in the MatrixCare mobile app.

The MatrixCare for Home Care mobile application is an easy-to-use way to gain access to your schedule and complete visits, even in areas with no phone signal. This article provides instructions on how to clock in and out of a scheduled shift in MatrixCare.

NOTE: This process only applies if you're scheduled with a Home Care client. In order to have a successful check in, please ensure that the location settings have been turned on.

Best Practice: Once the app syncs your data for the day, you are able to access all the information you need even if you lose phone signal or access to Wi-Fi. To make sure your phone can sync with the latest data each day, the best practice is to confirm that you are logged in and can access your schedule before you head out for the day.

Overview of Main Tabs

Completing a Visit

1. APPOINTMENT TAB: To check into a visit, click on a visit on your calendar and click on the blue “Check-In” box within a specific visit
   1. If any issues are caught by the system while checking in, you will be provided with a warning message. Please address these issues as best as possible before moving on
2. TASKS TAB: As you complete tasks (or at least before the end of each shift), navigate to the Tasks tab within the visit and check off Tasks that are completed
   1. If a Task is not completed that day, select “Edit” and input Task Notes explaining why
   2. Tasks with weekly frequencies will require either completion or a Note
   3. Once all Tasks and Notes have been entered for that visit, click Save on the bottom of the Tasks tab to capture all details
3. EXPENSES TAB: The Expenses tab should only be used to log Client Miles that you incur, driving the client around or completing errands for a client during the visit
4. CHECK OUT: When you are ready to check out, go back to the Appointments tab and select the blue box for “Check Out.” This will prompt you to review your check in and out times, tasks completed, and expenses with the client.
   1. Once the client has reviewed, rotate your device to receive the Client Signature
   2. If the office staff find an issue with a visit, they can change the status to “TCOR,” edit on their end, and request that you receive a new client signature. To do so, simply find that visit on your calendar next time you are with that client, and complete Step 4 again.

Source: Implementation Team