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ONBOARDING HUB

Welcome to care.coach!

Welcome to the care.coach Onboarding Hub! This page guides you step-by-step for a smooth implementation, enhancing participant care and engagement for PACE customers.

Implementation Plan

To initiate the program launch, please complete the steps below in the specified order and timeframe.

01

COMPLETE 4 WEEKS BEFORE LAUNCH

Implementation Meeting

In this meeting, we’ll help integrate care.coach with your PACE team, setting up workflows and key processes to support participant care and ensure your team is fully equipped to use care.coach effectively.

Identifying Participants for Service

We begin by working with you to identify the right participants for our services, ensuring their needs align with the support our team and technology can provide. This step is vital to ensure participants are engaged and receiving the care they deserve.

Establishing Communication Pathways

Clear and reliable communication is essential for effective participant care. We collaborate with your team to set up efficient communication channels, ensuring that urgent issues, routine updates, and participant-specific information are easily shared with the right individuals at the right time.

Device Management

We work together to manage the devices after launch, ensuring participants have the support they need. The devices are programmed and ready to go out of the box. Should any issues arise, we always try to resolve them with the participant first. If further assistance is needed, our 24/7 support team is available to help, and if necessary, you can send the device back to us for a quick replacement—minimizing any inconvenience.

02

COMPLETE 4 WEEKS BEFORE LAUNCH

Announcing to Participants

It’s essential to announce the care.coach initiative to your participants, whether it’s a program-wide or pilot-wide launch. This helps them understand how care.coach avatars will enhance their care experience.

Program-Wide Announcement

When announcing program-wide, all participants become aware of the initiative, preparing them for seamless onboarding. This approach allows flexibility when expanding the program, ensuring backups or additional enrollees are ready.

Pilot Announcement

Focused participant announcements are ideal for pilot programs, allowing you to gather feedback and plan for expansion if the pilot is successful.

Notifying Staff

It’s equally important to notify your staff about the initiative. Clear communication helps ensure everyone is prepared and understands their role in supporting the participants using care.coach avatars.

03

COMPLETE 4 WEEKS BEFORE LAUNCH

Protocols, Surveys, and Reports

Depending on your contract, you may be able to customize avatar-run surveys, Power BI Reports, and Coaching Protocols. If you have any questions, be sure to talk with your Customer Success Executive.

04

COMPLETE 4 WEEKS BEFORE LAUNCH

Site Escalation Pathways

Submit this form to help us collect essential contact information as you set up your account. If you have multiple sites, have each lead complete this form. The form is divided into three sections.

Site Lead Contact Information

We gather the name, email, and site details of the individual who will serve as the primary contact. This includes the site name and address, which is important for shipping devices.

Phone Escalation Information

In case of urgent participant needs, we request the phone number to be used during business hours. Additionally, customers have the option to provide a secondary phone number if no one answers the first call. We also collect an on-call phone number for after-hours assistance.

Email Escalation Categories

For different types of escalations (e.g., clinical issues, medications, device management, falls), customers are asked to provide the relevant email addresses or email groups to receive alerts. Multiple emails can be used for each category to ensure proper communication.

05

COMPLETE 4 WEEKS BEFORE LAUNCH

Launch Event

If a launch event is included in your contract, we will ship devices to arrive a week before launch. During the event, care.coach will come onsite to get your participants introduced to their avatars. Additionally, we offer hands-on training and service demos for staff. If you are unsure if this is covered in your contract, contact your Customer Success Executive.

06

COMPLETE 4 WEEKS BEFORE LAUNCH

Staff Training

Staff training sessions should be held about two weeks before launch. These sessions provide your team with a thorough understanding of care.coach services, including:

Enrollment and Device Setup

Guidance on enrolling participants and setting up devices for seamless use.

Adding Interventions

Customize and add care interventions tailored to participant needs.

Placing Video Visits

Easily schedule and manage video calls between participants and caregivers.

Learning about Any Avatar Protocols Specific to Your Program

Learn specific avatar protocols customized for your program’s unique requirements.

07

COMPLETE 4 WEEKS BEFORE LAUNCH

Staff portal accounts

The Portal is your team’s access point to care.coach Video Visits, our resource library, and platform updates. Either upload a list with staff names and emails (use the "+ Upload" button) or have them email us at support@care.coach, requesting Portal access, and we will send them an invitation.

Upload required data

08

COMPLETE 4 WEEKS BEFORE LAUNCH

Consent Form

Review the participant consent form template. If you want any changes, let your Customer Success Executive know. Otherwise, we will customize this template to your program before launch. We will provide you with the signed consent forms at the conclusion of the launch event.

09

COMPLETE 4 WEEKS BEFORE LAUNCH

Power BI Demo

Our Power BI dashboard provides a comprehensive view of your care.coach project, from high-level overviews to detailed insights on individual participants. You can easily track specific programming for each participant, monitor interaction outcomes, and access escalation reports that offer valuable clinical insights, helping you make informed decisions and improve participant care.
These reports typically start populating about two weeks after launch, so it is best to schedule this demo prior to then. Decide who you want to have access to these reports (number of seats is contract-based), and let your Customer Success Executive know so they can set up the accounts.

10

COMPLETE 4 WEEKS BEFORE LAUNCH

Cobranding Logo

If you want your devices to feature your PACE program’s logo, please upload a high-resolution image by clicking the "+ Upload" button next to this section. If you are unsure if cobranding is covered in your contract, please ask your Customer Success Executive for guidance.

Upload Cobranding Logo

This onboarding page will guide your team and participants through a successful launch and setup, while ensuring strong communication and engagement with participants and staff for future growth.

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