System Administrator
- The Relationship between Service Codes, Pay Codes, Bill Codes, and Funders
- System Settings Overview
- How do I manage HCP Subsidy Reconciliation?
- How do I create different Funder Types?
- How do I manage budgets for my Clients?
- How do I manage Suppliers (Expense Accrual/Expense Reconciliation)?
- How do I set up Groups (Clients/Employees/Suppliers)?
- How do I set up Suppliers?
- How do I configure Intake at the System level?
- How do I set up/edit Activity Codes?
- How do I set up Grants?
- How do I set up skills?
- How do I add/edit Note Types (Client/Progress/Employee)?
- How do I configure Password Expiry at the System level?
- How do I fill in/Send interRAI documentation for my client?
- How do I set/edit my Report Settings?
- How do I configure Scheduling at the system level?
- How do I set up Employee Departments?
- How do I set up Employee Designations?
- How do I set up/edit my Chart of Accounts?
- How do I pay my employees for Overtime when I run payroll?
- How do I set up/Disable Overtime Rules?
- How do I add/edit/disable Income Codes?
- How do I set up/edit/delete Time off Types?
- How do I set up/edit Status Reasons?
- How do I set up/edit/delete a Payment Method?
- How do I set up holidays?
- How do I set up/edit Cancelled Codes?
- How do I set up/edit taxes?
- How do I set up/edit/disable a Funder?