CareTech — Facility Onboarding Intake

Facility basics

All partners

Core details that identify the facility and size the deployment.

Facility legal name*

DBA / brand name

Facility address*

Facility type*

Total licensed bedsSmart Meter

Buildings / wings / floorsZulafly

Approx. square footage

Contacts

Routed by role

Each contact is routed to the partner who needs them — install team, portal setup, or training.

Primary account contact*

Email*

AdministratorDevelopers

Director of Nursing (DON)Developers

Medical DirectorDevelopers

IT contact / MSPSmart Meter

On-site install contactSmart Meter

Electronic health record (EMR) system contactTotal Remote Care

Training coordinatorTraining

IT & network

Smart MeterDevelopers

Determines whether devices install over WiFi or need hardwired runs.

Is WiFi available throughout the facility?*

Yes, full coverage Partial / dead zones No

↳ Hardwired install details

Are wired ethernet drops available where devices go?

Can new hardwired runs be added?

Notes on dead zones / problem areas

Internet provider & bandwidth

Network managed by

Security constraints (VLAN, firewall, guest network)

Dedicated 2.4 GHz SSID can be provisioned?Smart Meter

Outbound ports 443, 8883, 8080 open?Smart Meter

IT contact who will approve the firewall whitelistSmart Meter

EMR / EHR platformDevelopers

EMR organizational codeDevelopers

The sensors need their own 2.4 GHz SSID (they cannot share the guest or clinical network), outbound-only firewall access, and ideally a separate VLAN. We send your IT team the full port and whitelist sheet.

Facility layout

Zulafly

Zulafly needs five things to build your live tracking map: a facility map with room numbers, your Wi-Fi network and access-point layout, and how many residents and staff to badge.

Upload blueprint / floor plans

Floor plans with room numbers and common-area names, plus your Wi-Fi access-point layout map. PDF, CAD, PNG or JPG.

Named zones to map

Wander / exit points to monitorZulafly

Wi-Fi network & access-point modelZulafly

Number of floorsZulafly

Residents to badgeZulafly

Staff to badgeZulafly

Devices & hardware

Smart Meter

Sizes the device order and the on-site install.

Residents to tag*

Staff to tag

Assets to tag (wheelchairs, equipment)

Existing nurse-call / sensor system?

Preferred install date

Access hours for install

Mounting constraints (ceiling type, historic building)

Total licensed bedsSmart Meter

Average daily censusSmart Meter

Room formats presentSmart Meter

Wall material behind resident bedsSmart Meter

Dedicated outlet at every bed?Smart Meter

If not all — beds that do have oneSmart Meter

Preferred wiring methodSmart Meter

Staging room available on install days?Smart Meter

Scheduling blackout datesSmart Meter

Each sensor needs its own outlet at the bed — shared or extension-fed outlets will not pass. Concrete and cinderblock walls need special anchors, so flagging wall material now keeps the install on schedule.

Portal users

Developers

Who gets access to the tracking portal, and at what level. Add a row per person.

NameEmailRoleAccess

SSO required?

Preferred portal subdomain

Training

How staff will be trained on the portal.

Staff to train

Preferred format

Shift structure

Preferred training dates

Go-live

All partners

Target dates and compliance.

Target go-live date

BAA / HIPAA docs needed?

Anything else we should know?

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