JT JoyTera System Training
Everyone Welcome

The system you’ll use every shift

Charting, vitals, medications and sleep for every resident at Alicia Park, Kirkland and Lake Forest Park — with the review queues, reminders and records that keep the homes running.

Where it lives

care.joyterahomes.com/login

Training runs

Now until 31 August 2026.

Go‑live

1 September 2026.

Practise freely. During training the timing rules are switched off, so you can record a night‑shift sleep chart at 11 in the morning. Nothing you enter now is a real care record.

Trainer Ask who has signed in already. Use the role buttons at the top to run a caregiver session, then a manager session, from the same deck — the slides change to match. Press / to move, N to toggle these notes.
Everyone Why we do it this way

Our mission, vision and values

Mission

To deliver compassionate, dignified, person‑centered care in a true home environment.

Vision

To be the region’s most trusted home‑based senior care provider, known for excellence and dignity in aging.

Core values

Compassion

We serve with empathy, kindness, and genuine concern for each resident’s wellbeing.

Dignity

We honor the inherent worth of every individual, ensuring respect in all interactions.

Integrity

We uphold honesty, transparency, and ethical conduct in every aspect of care.

Family‑Centered Care

We partner with families to create a supportive, collaborative environment.

Trainer Tie this to the records: a chart filed late or not at all is a dignity issue, not a paperwork issue. That framing lands better than "compliance".
Everyone The one rule that shapes everything

Whoever writes it does not approve it

Care records are written by caregivers and signed off by someone else. The system enforces this — it is not a convention people can bend on a busy night.

TaskCaregiverManager / Super userProvider
Record charts, vitals, updates, sleepYesNoNo
Approve or send back those recordsNoYesYes
Ask for extra time after a missed windowYesNoNo
Grant that extra timeNoYesYes
See who has not submittedNoYesYes
Raise incidents, groceries, repairs, leaveYesYesYes
Approve payrollNoSuper user onlyYes

Managers and providers: you will not see a “New chart” button. That is deliberate, not a fault. If you could write and approve the same record, the review would mean nothing.

Trainer This is the slide people push back on. The answer: an inspector asks "who checked this?" — "the same person who wrote it" is not an answer.
Everyone Getting in

Signing in for the first time

  1. Go to care.joyterahomes.com/login.
  2. Your username is your email address unless you were told otherwise.
  3. Use the temporary password you were given. You will be asked to change it immediately.
  4. Forgotten it later? Use Forgotten your password? — a 6‑digit code is emailed to you and is valid for 10 minutes.

Emails from the system come from no‑reply@joyterahomes.com. Tell people to check spam on day one and mark it “not spam” once.

Never share a login. Every chart, approval and change is recorded against the account that did it. A shared account makes the record useless and puts the person whose name is on it at risk.

Trainer Do this live. Have everyone sign in and change their password before moving on — half the questions later are actually sign-in problems.
Everyone Finding your way — interactive

The menu, and why yours is shorter

Everything lives in the left‑hand menu, in three groups. Switch the role at the top of this page and watch the menu below change — that is exactly what happens when different people sign in.

caregiver

The main area shows whichever menu item you picked. Dimmed items are not available to your role — you will simply not see them.

Care

The daily record: residents, charts, vitals, medications, updates, sleep, late submissions.

Operations

Running the home: groceries, repairs, incidents, leave, invoices, reports.

Administration

Manager and above: analytics, assessments, staff, facilities, payroll.

Trainer Click through all four role buttons here. Caregivers often think a missing menu item is a fault — showing it dimmed, then gone, settles it in ten seconds.
Everyone The first screen — interactive

Your dashboard

This is what you land on after signing in. It changes with your role — switch roles above and watch the numbers and panels change.

Good day, Amina
Your residents and today’s work.
caregiver
Birthday today — Kwaku Duah, Alicia Park
Awaiting your review Oldest first — these are holding up the record.
Recent charting Latest entries.
Doris Whitfield2h ago
Joseph Kimani3h ago
Margaret Hale5h ago

Trainer Point out that the tiles are links, not decoration — tapping "Charts awaiting review" opens that queue already filtered. Most people never discover this.
Caregiver Your daily work

What you record, and when

Five things. Each has a window during the working day — except during training, when they are all open.

RecordWindow once liveWhat it is
Behaviour chart19:00 – 21:59The behaviour checklist for the day
Vitals08:00 – 09:59BP, temperature, pulse, oxygen, pain
Sleep patternany hour already passedOne reading per hour, 24 hours
UpdateThu from 11:00, or Fri before 23:00The weekly narrative note
Medicationany timeDoses as you give them

Miss a window once we go live and the form refuses you. That is what Late submissions is for — you ask, a manager approves, and then you can file it.

Trainer Have them screenshot or write down the two tight windows: 19:00–21:59 for charts and 08:00–09:59 for vitals. Those are the two that catch people out.
Caregiver Practise — interactive

The sleep grid: tap to cycle

This is the real control. Each square is one hour. Tap a square repeatedly to cycle through the four states, exactly as you will on the day.

S Sleeping A Awake O Out of facility N/A Not assessed

Nothing recorded yet — tap a few hours above.

“Out of facility” is new and it matters. Use it when the resident was not there — hospital, a day out, family visit. It is a real observation about where they were, and it keeps the sleep averages honest. Do not use N/A for that.

Trainer Get every trainee to fill six hours here before touching the live system. The cycle order is S → A → O → N/A → S. Ask: "resident went to hospital at 2pm — which letter?" Answer: O, not N/A.
Caregiver Practise — interactive

Is the window open right now?

Set a time and see what you could file at that moment once we are live. Try 08:30, then 14:00, then 20:15.

Remember: none of this applies until 1 September 2026. During training every window reads as open, and the screen says “Training until 31 Aug 2026” so you can tell the difference.

Trainer Set it to 14:00 and let them see charts closed. Then ask what they'd do on a real day — the answer is the next slide, not "chart it early".
Caregiver When the day goes wrong

Asking for extra time

Handover ran over. A resident had a fall. The power went out. You missed the window — that happens, and there is a proper route.

  1. Open Late submissionsRequest extra time.
  2. Tick every resident whose record you could not file.
  3. Choose the record type and how many minutes you need.
  4. Give a real reason. A manager reads it.
  5. They approve — possibly for less time than you asked — and you file.

Only caregivers can raise this request, because only the person who missed the window can say why. Managers approve it; they cannot raise one for themselves.

Trainer Stress the reason field. "Forgot" is honest and fine; a blank or "n/a" wastes the manager's time and usually gets sent back.
Caregiver Beyond the bedside

Incidents, groceries, repairs and leave

Incidents

A fall, an injury, an altercation. Record it as soon as you safely can, name the resident, and be factual. It goes to a manager to review.

Groceries

Raise a shopping list for your home. Managers are emailed straight away and may trim it before approving.

Repairs & supplies

Broken, leaking, run out. Report it here rather than in a group chat where it disappears.

Leave

Request time off and track whether it was approved.

You will hear back on an incident. When a manager assigns it you are told who is looking at it, and when it is closed you are told what was done. Reporting something and never hearing back is how people stop reporting.

Trainer Emphasise incidents are not blame. The system records who reported, who reviewed and what was done — that protects the reporter.
Manager Your first ten minutes

The review queue

Your dashboard opens on what is waiting for you, oldest first — because the oldest record is the one holding everything up.

  1. Open a chart, vitals or update from Awaiting your review.
  2. Approve it, or send it back with a reason.
  3. The caregiver is notified either way, and your reason goes with it.

Sending back needs a written reason — the system will not let you do it silently. “Vitals missing” is enough; “redo” is not.

Bulk approve exists, and it is a trap if misused. Use it for a backlog you have already read through, not as a way to clear the queue at the end of a shift.

Trainer Show a send-back live and let the caregiver in the room see the notification arrive. That loop is what makes people trust the queue.
Manager The question the old system could not answer

Who has not submitted

Every list shows what was filed. A resident nobody charted produces no row at all — so a list can never tell you what is missing. This panel starts from the other end.

3 not submitted 12 of 15 recorded · today

Tap a name to mark it recorded — watch the count fall.

It sits directly above the list on Charts, Vitals, Updates and Sleep patterns, and takes any date. Green means nobody is outstanding.

Trainer This is the single most important manager slide. Ask: "at 21:00, how do you know every resident has a chart?" Before, you counted by hand. Now you read one line.
Manager Handling what comes in

Incidents, groceries and the rest

Incidents

Assign to a designated reviewer, add comments, then close with a note describing what was actually done. The caregiver who raised it is told at both steps.

Groceries

Use Edit before approving to cross off what is already in the cupboard. Faster than sending the whole list back, and it is what actually happens.

Invoices & vouchers

Anyone raises one; you approve. On approval it is signed, turned into a PDF and emailed to the providers automatically.

Staff & residents

Add staff, transfer between homes, manage residents. Super users may edit accounts at or below their own level.

Trainer For JoyTera, incidents can be assigned to managers and super users. Show the picker — it is a short list on purpose.
Provider What reaches you

Oversight without the paperwork

You do not chart and you do not chase. You sign off the things that commit the business, and you can see everything.

Approved documents, by email

Every approved invoice, requisition and payment voucher arrives as a PDF, carrying the approver’s name, their role and a signature reference.

Payroll sign‑off

A manager logs the hours, a super user checks them, and you approve. Sending a run back clears the check so it cannot slip through.

Analytics

Behaviour trends, out‑of‑range vitals, sleep patterns and the approval backlog across all three homes.

Licences

Renewal reminders at 90, 30 and 7 days — in the app, and by email.

Add a personal email to your staff record and approved documents are copied there as well as to your work address. Most providers read the personal one.

Trainer Providers usually want one thing: "will I be told when money moves?" Yes — automatically, with the approver named on the document.
Everyone Check yourself — interactive

Five questions before you go live

Pick an answer. The deck tells you why, not just whether.

Trainer Run this as a group, hands up per option, before revealing. Question 3 is the one most rooms get wrong.
Everyone Take this away

The short version

Everyone

  • Sign in at care.joyterahomes.com/login
  • Never share an account
  • Mail comes from no‑reply@joyterahomes.com
  • Training until 31 Aug; live 1 Sept 2026

Caregivers

  • Charts 19:00–21:59, vitals 08:00–09:59
  • Sleep: S / A / O / N/A — O means out of facility
  • Missed a window? Request extra time with a real reason
  • Report incidents the same shift

Managers

  • Clear the review queue oldest‑first
  • Check who has not submitted before the shift ends
  • Send back with a reason that helps
  • Trim grocery lists rather than rejecting them

Providers

  • Approved documents arrive by email as PDFs
  • You are the final payroll sign‑off
  • Add a personal email to your record
  • Licence reminders at 90 / 30 / 7 days

Stuck on the day? no‑reply@joyterahomes.com · (425) 737‑5697

Trainer Print this slide alone (Print / PDF, then choose this page) and pin it in each home's office.