AlayaCare Support Articles
Set yourself up for lasting success by working through our feature help articles.
- Decoding common error messages
- How to correct and inactivate an OASIS assessment
- Batch download and export of OASIS forms
- Approving and Correcting an OASIS form
- Filling in an OASIS form
- Publishing and Updating an OASIS form within Form Builder
AlayaCare ConnectorSee all 27 articles
Data Exploration 2.0
- Feature Overview: Schedule and Export Content by Email
- Data Exploration 2.0 FAQ
- Feature Overview: 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
Visit Verification (VV)
Electronic Billing (v2)
- 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 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?
- Reviewing electronic billing claim details
Home Care Packages (HCP) and Improved Payment Arrangements (IPA)
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?
- Feature Overview: 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)
- 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?
- How do I manage user accounts for Family Portal?
Skills & Qualifications
- 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 1.0
Care Plan 2.0
- How do I use filters in the Care Plan Library?
- How do I make changes to a client's care plan on mobile?
- 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?
- Feature Overview: Form Draft
- Creating and Configuring Intake Forms
- Form Draft Workflow Overview
- Adding Field Tags to Forms for Custom Templates
- Creating Docmosis Templates for Forms
- Feature Overview: Custom Templates for Forms
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
- AlayaCare Care Worker Mobile App: Product Overview
- What features and functions are available on Mobile?
- How do I use fingerprint/face ID (biometric authentication) to log in to the mobile app?
- Feature Overview: Configuring Biometric Authentication for Mobile
- 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?
- 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?
- What are Caseloads and how do I view mine?
- How do I view My Client Services List?
- Understanding feature flags
- 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?
- How do care plan goals work with Automated Provider Reports (APRs)?
- Feature Overview: Automated Provider Reports (APRs)
- How do I create/send Automated Provider Reports? (APRs 2.0)
- 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 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?
- Feature Overview: Data Exploration
- Reports and Folders in: Agency Reports, My Reports, Alayacare Reports
- 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?
- How do I export a Data Exploration Report?
- 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 and Troubleshooting
- AlayaCare Cloud's Password Security Features
- Q&A | DE 2.0 | I went online to Looker community and they indicated to use CAST function. Not sure where I went wrong?
- Q&A | DE 2.0 | Functions
- Q&A | Claim | I have "selected" some claims in prepared status to be sent & I get a failed status. Please assist. Thanks.
- Q&A | Mobile| While reviewing the mobile app update videos, I heard them say 'Form Drafts will be deleted if you log out of the application". Is this the case even when a user has saved the draft?
- Q&A | Accounting | When generating invoices (monthly), the system is pulling non-billable items which results in a zero balance invoice or is pulling non-billable items for discharged clients.