Steps for Setting Up a System

Keep in Mind:

Expect a great deal of variation from one client to the next
Time estimates assume an ideal, problem-free installation with a well prepared and educated Service Provider, 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

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: File:InstallationInformationCollection.pdf
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 all sensors – make sure they're all reporting in
- 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 (not more than 48 hours before, given time-sensitivity of activation links)
- Add Loved One(s) and Caregivers
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

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: File:InstallationInformationCollection.pdf

Login to GCManage 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

Add the Loved One(s)/Residents
Add the Caregivers (add as many as possible before installing in the residence, and the rest on site)
Add Known Callers (add as many as possible before installing in the residence, and the rest on site)

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