Every family is a little different. Your first week in a new family's SeniorThrive is about learning who they are, what they need, and where the tools fit into the work you already do well.
Day 1. Read the Family Roadmap
Before your first visit, open Family Roadmap in your sidebar, under Today's Plan. Read what the family has already set up, or start it with them if there is nothing there yet.
Note the older adult's conditions, mobility, preferences, routines, and any specific instructions from the family or the primary doctor. This is the document that keeps everyone on the same page.
Day 2. Check in for your first visit
Your landing page is My Clients, at the top of your sidebar. Tap Check In in Quick Actions when you arrive, and End Visit when you leave.
The first time, you will see a short notice about your location: it is captured once at check-in and once at check-out, never in between. If you would rather not share it, you can still check in and pick a reason instead.
Add a short note about how the visit went: what you did, what you noticed, anything the family should know. Keep it brief and factual. Your note becomes part of the ongoing record everyone can see.
Day 3. Review medications
Open Client Profile in your sidebar and find Current Medications. Confirm the list matches what is actually in the home. If a medication is missing, added, or dosed differently than what is on the list, update it and tell the family.
Day 4. Do a comprehensive visit
When you have time in a visit, go to Visit Notes under Log It, and open the full visit form from the activity dialog. That is the Comprehensive Visit: activities, vitals, incidents, Care Packs, and a review step where you choose what the family sees.
Day 5. Message the family
Go to Family under Keep Family Posted and send a short update. "Good visit today. Mom ate a full lunch. Noticed the kitchen rug has curled at the edge, we may want to secure it." Small, regular messages build trust and catch issues early.
Day 6. Bring the Family Roadmap up to date
If something in the Family Roadmap does not match what you are seeing in practice, go back to Family Roadmap and change it. You can revisit any step at any time, and the plan is shared, so the family sees the current version.
Tell them what you changed and why in your next message. This keeps the plan honest without requiring a meeting every time something shifts.
Day 7. Build your routine
By the end of week one, you should have a rhythm: check in, Family Roadmap check, document as you go, short message to the family at the end. Ten minutes of SeniorThrive a day saves hours of coordination later.
Your professional judgment is what matters most. SeniorThrive is the frame. You are the picture.