JT
Caregiver Field Guide
Quick reference · tap a section to open
THE ONE RULE
Unsure about anything?
Call your branch.
Call my branch
Before the visit
Prepare the night before
Name badge
Scrubs to dress code
Closed-toe shoes
Groomed & tidy
RULE OF THUMB
Dress so the client knows you at the door.
At the client's door
The first 10 seconds set the tone
Arrive
on time
Badge
visible
Greet by
name
Clocking in
In the scheduling app
HOW LATE ARE YOU?
CLOCK IN
+ ADD NOTE
CALL OFFICE
0 min
7 min
15 min
Within 7 min
of your start — select the shift, sign the care plan, tap Clock In.
7–15 min late
— clock in and
add a note
.
15+ min
, or app says
"too far away"
—
call the office
.
Your phone is a care tool
Use it for care — and say so
USE IT FOR
Log shift notes
ADLs, IADLs, care details
Look things up
A recipe, a care task
Tell the client
what you're doing on your phone — so it never looks personal.
Never
the camera, personal calls off-break, or sharing your number.
If you have to call off
Only one channel counts
Call branch + leave voicemail
USE THIS
App message
NOT OK
Email
NOT OK
CALL YOUR BRANCH WHEN
You've called 911 for a client emergency
You can't clock in
You'll be more than 15 minutes late
Anything at the home doesn't match the care plan
Then note
factual observations
to the shift summary. Do not include emotional interpretations.
Enjoy your shift. Make a difference today!
Field Guide
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Map
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TODAY'S CLIENTS
A
Directions to Client A
1755 NW Kearney St, Portland, OR 97209
8 min
· 1.2 mi
Start
Call the branch office?
(800) 555‑0142
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