AlayaCare Support Articles
Set yourself up for lasting success by working through our feature help articles.
Data Exploration 2.0
- Data Exploration 2.0 FAQ
- Introducing Data Exploration 2.0
- Creating a new Look in Data Exploration
- Viewing and exploring saved Looks in Data Exploration
- Downloading content from a Look or Explore in Data Exploration
- Merging the results of queries in different Explores in Data Exploration
New Billing
- Introducing AlayaCare's new billing module
- Single payor billing
- AlayaCare Standard Invoice
- Configuring payor programs for multi-payor billing
- Configuring co-contribution payor programs
- Configuring split percentage payor programs
Electronic Visit Verification (EVV)
- How do I create exception lists and attach them to service codes and electronic billing payors?
- How do I configure EVV reasons and resolutions?
- How do I create rounding rules for bill codes and pay codes?
- How do I verify and approve visits using EVV?
- Feature Overview: Electronic Visit Verification (EVV)
Electronic Billing (v. 2)
- How do I generate the 835 Payment Report and use it to track unmapped payments?
- How do I make sure that all approved visits are billed?
- How do I import an 835 file?
- How do I edit the billing details on a draft or prepared claim?
- How do I export an 837 file?
- How do I create an electronic billing payor?
Home Care Packages (Budgets)
Family Portal 2.0 (Portal Users)
- How do I change between different client profiles in the Family Portal?
- How do I view account balance and invoices in Family Portal?
- Welcome to Family Portal 2.0
- Family Portal overview: smartphone experience
- Family Portal overview: computer/tablet experience
- How do I see information about the client's care team and rate/review caregivers?
Family Portal 2.0 (Agency)
- Family Portal: Frequently Asked Questions
- How do I configure Family Portal 2.0 for my organization?
- How do I review an employee's ratings from the family portal?
- How does the family portal connect to the AlayaCare web and mobile applications?
- How do I create forms for portal users to complete in the family portal?
- What is available for Family Portal 2.0 with Forms/Care Plan 1.0 versus Forms/Care Plan 2.0?
Skills & Qualifications
Facilities
Notifications
Clinical
- How do I use custom templates for client batch exports?
- How do I generate a new client batch export?
- How do I upload visit attachments for a client?
- Feature overview: client batch exports
- Feature Overview: Infusions
- Feature Overview: Medications
Care Plan 2.0
- How do I add items to a client's care plan from a care plan library on mobile?
- Welcome to Care Plan 2.0: mobile experience
- Welcome to Care Plan 2.0: web experience
- How do I add/remove tags from completed care plan items or items on a completed care plan?
- How does data migrate from Care Plan 1.0 to Care Plan 2.0?
- How do I review/complete my service tasks using IVR?
Forms 2.0
- Adding Field Tags to Forms for Custom Templates
- Creating Docmosis Templates for Forms
- Feature Overview: Custom Templates for Forms
- How do I import/export forms between environments?
- How do I view/add/edit comments on a form on web?
- How do I save/edit a form draft in the web app?
Scheduling and Coordination
- How do I use the visit signatures feature?
- How do I search for visits from the new scheduled visits page?
- Feature Overview: Visit Offer Notifications
- Feature Overview: Employee Profile
- How do I split multi-day Recurrences for Clients?
- How do I use the All-Employee Schedule?
Care Worker Mobile
- How do I use fingerprint/face ID (biometric authentication) to log in to the mobile app?
- How do I log in to the AlayaCare mobile app using SSO?
- How do I view/add/edit/delete comments on a form on mobile?
- Why does the AlayaCare mobile app request certain permissions?
- Mobile testing community FAQ
- AlayaCare Care Worker Mobile App: Product Overview
Billing
- How do I email invoices in bulk from a billing cycle?
- Invoice Reports
- How do I configure my agency's billing information?
- How do I upload Bulk Payments to AlayaCare?
- Feature Overview: Payment Imports
- How do I bill for Visits on Holidays?
Care Worker Web
- How do I create the Daily Activities plan for my client?
- How do I review and resolve my Tasks (Care worker on web)?
- How do I create a Nursing Care Plan for my Client?
- How do I add Client Risks?
- How do I view my Caseload?
- How do I view My Client Services List?
System Administrator
- How does the mastering period work in AlayaCare?
- How do I configure a clock-in notification for employees on the mobile app?
- How do I assign roles and permissions to my employees?
- How do I set up/edit/disable Taxes?
- What are the different System Settings in AlayaCare?
- Feature overview: phone timekeeping (IVR)
LHIN
- How do care plan goals work with Automated Provider Reports (APRs)?
- Feature Overview: Automated Provider Reports (APRs)
- How do I view/edit First Visit Date Information for a Service?
- How do I view/process LHIN Referrals?
- How do I view/accept/refuse LHIN Offers?
- How do I set up/manage LHIN Intake?
Payroll
- How do I create/edit/delete a Payroll Period?
- How do I use Cost Centres for Payroll?
- How do I pay my employees holiday rates for visits when I run payroll?
- How do I set up Premium Rules?
- How does Visit Locking work?
- How do I set/edit/clear a Custom Pay Code Rate for an Employee?
Data Exploration
- Feature Overview: Data Exploration
- Reports and Folders in: Agency Reports, My Reports, Alayacare Reports
- Understanding the Structure of Data Exploration (Cubes, Dimensions, Measures)
- DE: Building a Report
- How can I build a new custom report (Data Exploration)?
- How do I schedule/unschedule/view a recurrent export of a Data Exploration report?
Employee Management
- How do I add/edit/delete Skills for an Employee?
- How do I manage job applications (Applicant Tracking)?
- How do I create a new employee profile?
- How do I add/edit Employee Contacts?
- How do I set a Custom Overtime Rule for a specific Employee?
- How do I clock in to Multiple Visits or Services at the Same Time? (Multi Clock-In)
General
- How do I run metrics on my reports and forms?
- Creating Care Plan Libraries
- How do I view/manage Background Jobs in AlayaCare?
- How do I use the Tambla integration to account for US pay rules?
- What interRAI Scales are available in AlayaCare?
- What interRAI CAPs are available in AlayaCare?