Steps for Setting Up a System

Installation Time Estimates Keep in Mind: Expect a great deal of variation from one client to the next Time estimates assume an ideal, problem-free installation and a well prepared and educated installer, who has done his/her homework

Time Estimates:

• Assessment: 1 to 2 hours - Includes: interviewing family, determining potential rules, surveying the home/loved one, family orientation (how to check, add pictures, etc.)
• Pre-install: 1 to 2 hours - Includes GC Manage set up (account, users, caregivers), setting up sensors & initial rules
• Installation: 1 to 2 hours - Includes: Placing the system in the home along with sensors
  
  

Rule of Thumb: - Plus a few hours

• These are estimates assume no tech difficulty or extra assistance/help for family and caregiver
• There are almost always some unique factors involved, so allot a few extra "just in case" hours
  
  

Installation Overview

• Set up installation date & primary caregiver training session
• Set up a time to talk with primary caregiver about system capabilities and help set-up rules, add pictures, etc.
• Collect information for the setup
• Bring up system in office
  • Allow time for any updates to apply. (New systems may not have any updates. Systems that you have held in inventory for a period of time may have more.)
  • Install the antennas
  • Pre-set and test all sensors
  • Add any initial rules (Try to add as few as possible for 2 weeks – learn what's normal before setting most of the rules)
  • Add initial communications (Important to load some pictures from caregivers before installation to make the system more appealing to the resident)
  • Add Users
  • Add Loved One(s), Caregivers, and Known Callers
• Install in the residence
  • Give an emergency support number to your primary caregivers
• Set up 2-week follow-up with caregiver(s)
  • Answer any questions
  • Together assess information & set-up appropriate rules
• Follow up a few days after this
  • Are rules appropriate (too few/too many calls or emails?)
  • Revise rules as needed
    
    

Installation Steps

Pre-installation:

• Resident/Loved One/Care Receiver: Get name, address, phone, age, gender, level of education
• Family Caregivers: Get names, relationships, emails, Skype handles, phone numbers (home, work, cell)
• Collect information for the setup: Media:InstallationInformationCollection.pdf
  
  

On the Installer's PC:

• Login to the Online Care Portal and access the System (The System ID is on a sticker on the back of the unit)
• Edit or verify the resident's Time Zone, and other date and time settings
• Edit or verify the resident's Weather City
• Edit Community Features
• Push the updated settings to the System
• Create an Account for the Resident
• Assign the System to the Account
• Add Users, and Assign them to the Account
• Assign a Primary User to the Account
  
  

On the Touchscreen System:

• Turn on the system
• Calibrate the screen
• Put the system on your office network
• Attach and Configure Applicable Antennas
  • Bluetooth
  • Inovonics
  • X10
  • Z-Wave Z-Stick
  • Z-Wave Z-Troller
    
    

On the Installer's PC:

• Login to the Online Care Portal
• Add the Resident
• Add all known Caregivers (additional caregivers may be added during the installation at the residence)
• Add Known Callers (especially Skype addresses)
  
  

On the Installer's PC and the Touchscreen System:

• Activity Device Setup (Motion Sensors, Door Sensors, Bed Sensors, Caller ID Modems, Action Buttons, Medication Dispensers)
  • Z-Wave Device Setup
  • X10 Device Setup
  • Inovonics Device Setup
  • Sensor Setup Tips:
    • Door Sensor Setup Tips
      
      

• Medical Device Setup
  • Blood Pressure Monitor Setup
  • Glucometer Setup
  • Pulse Oximeter Setup
  • Weight Scale Setup
    
    

• Set Rules (may also be added at the residence)
  • Motion Sensors, Door / Window Sensors, Bed / Chair Sensors
  • Action Buttons
  • Temperature Sensors
  • Lamp Modules
  • Caller ID Modem
  • Medication Dispensers
    
    

• Medication Management Setup (may also be added at the residence)
  • Add Medications
  • Add Medication Schedule
  • Set Reminders
    
    

• Finalize System Settings
  
  

• Customize HomeBase Touchscreen (may also be edited at the residence)
• Add Pictures
• Customize Touchscreen Main Menu
• Customize Digital Slideshow
  
  

At the Residence:

• Set Up Network
• Set up System
  • Antennas
  • Add batteries
  • Place sensors
• Finish data entry (e.g. Caregivers, Known Callers, Medications, Pictures, etc.)
• Train Resident and Family
  
  

pdf format (Media:StepsforSettingUpaSystem.pdf)

GC-01-OUM-0023 Rev C