MatrixCare How to Guide

1. MatrixCare How to Guide Revised 06.27.2019

2. Step 1 – Accessing MatrixCare Mobile Using your phones internet application (google chrome, safari, etc) navigate to www.firstlantic.com Find the option, “Caregiver Portal” from the status bar and choose, “Login”

3. On your phone you will need to sign in using your username and password. Make sure your password meets these requirements: One CAPITAL letter, minimum of 6 lowercase letters, a number (i.e. 1, 2, 3) and a special character such as #, $, %, *, etc. etc. (This will apply when changing your password as well. Instructions to follow) Do not concern yourself with the tenant as it is filled in automatically with the company name. Step 2 – logging in

4. Step 3 – Clocking in After signing in you will come upon the matrixcare home screen with the appointment is displayed. Click on the appointment to pull up the appointment details. In appointment details You will click on the ‘check in’ button and you will be clocked in. (Must clock in once you arrive at your appointment’s location)

5. Step 4 – Tasks & expenses Before checking out you will need to check off tasks that have been completed and left blank for visits that are not required, then click the save button which will be below tasks and expenses. If you have mileage you would go to the expenses tab and enter your total mileage as seen on the screen on the far right. ALL TASKS AND EXPENSES (IF ANY) MUST BE ENTERED AND SAVED BEFORE CHECKING OUT.

6. Once tasks and expenses (if any) have been entered and saved you will need to click on the ‘checkout’ button. After clicking the checkout button you will see a window pop up prompting you to check out again. Click the orange checkout button and you’ll be clocked out. Step 5 – Clocking out

7. Step 6 – Patient signature and caregiver pin • After checking out you will require a patient signature. First, tablet must be rotated sideways, scroll down, and click on the caption seen below • A blank window will appear (seen below) for the patient to sign by finger or stylus. After patient has signed you click the green ‘ok’ button.

8. Step 6 (cont.) • On the ‘pin window’ you will be prompted to enter you 4 digit pin code. (i.e. 1234) then hit next. • Once the ok button has been clicked you will then hit the accept button which will bring you to the ‘pin’ window.

9. Step 7 – Confirming time and completing visits • After patient signature has been confirmed and the pin number has been accepted you will enter into the confirmation screen. At this point you will either click ‘yes’ or ‘no’. If your check in and check out time is accurate you click ‘yes’ then complete. If not, click ‘no’. Then make a not as to the reason why then click complete. At the next screen click home. Visit completed.