Smart Device Setup Checklist for Elderly Clients

Written By Allen Wade

Use this checklist to prepare, configure, and support an elderly person with their smartphone or tablet, ensuring secure access to essential services like myGov, Medicare, banking, and telehealth.

📦 1. 

Check Device Compatibility

  • Device is Android 9+ or iOS/iPadOS 16+

  • Device includes biometric authentication (fingerprint or Face ID)

  • Sufficient storage space (at least 16GB free)

  • Updated to the latest operating system version

  • Protective case and charger included

🔐 2. 

Set Up Secure Access

  • Fingerprint or Face ID enabled

  • 4-digit or 6-digit PIN set as backup

  • PIN documented securely in care folder or support notes

  • Biometric used as primary login method

📲 3. 

Install and Configure Essential Apps

  • myGov app (or shortcut to browser login)

  • My Health Record (or Medicare Express app)

  • myGovID app (for digital identity)

  • Banking app (if used)

  • Email (Gmail, Outlook, etc.)

  • Video call app (Zoom, WhatsApp, FaceTime)

  • Calendar or reminders app

  • Emergency contact widget or app

🔑 4. 

Enable Password-Free Logins Where Available

  • Passkeys enabled for Google or Apple ID

  • Saved passwords secured with fingerprint or Face ID

  • SMS codes for 2FA linked to this device

  • Recovery phone/email verified and documented

🛠️ 5. 

Customize Accessibility Settings

  • Large font size activated

  • High-contrast or dark mode enabled (if preferred)

  • Voice assistant or screen reader (optional)

  • Magnifier toggle enabled

  • One-tap shortcut layout with only essential apps on the home screen

📘 6. 

Create Visual Instruction Sheet

  • Take screenshots of home screen and login steps

  • Label key apps with large font printouts

  • Print or laminate instructions for daily tasks (e.g., “Check Medicare”)

🔁 7. 

Document Setup for Continuity

  • Written record of apps, logins, and support steps stored securely

  • Photos of setup emailed to family or trusted carer (if appropriate)

  • Device name recorded for support (e.g., “Mary’s Samsung A14”)

  • Support worker handover notes updated

🧠 8. 

Practice and Confidence Building

  • Participant can demonstrate logging in to myGov or key apps

  • Time allocated for practice without pressure

  • Participant encouraged to use device daily for reminders or communication

  • Check-ins scheduled for troubleshooting and updates

Allen Wade
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