Scheduling and Coordination
- Visit Approval Screen
- How do I view/add notes for a Client/Visit/Employee (web)?
- How do I approve/unapprove visits for billing and/or payroll?
- What happens at Daylight Savings (Spring Forward/Fall Back)?
- How do I block/unblock an Employee or a Client?
- How do I edit my service workflow status?
- How do I use Cost Centres for billing?
- How do I set up/edit/disable Cost Centres and Cost Centre Overrides?
- How do I add/edit/delete my client's status?
- How do I view a client's schedule?
- How do I add a Profile type to an existing individual?
- How do I set up/edit Premiums?
- Facility Availability Metrics
- Visit Offer Status
- Facility Finder
- Care Time
- Travel Time
- Phone Timekeeping (IVR)
- Employee Finder
- How to see visit/recurrences offer responses and assign the offer?
- How to offer a vacant visit or a vacant recurrence?
- How do I create/edit/apply tags for Visits/Services/Clients?
- Updating the Service Start Date
- Creating Reason Codes
- Employee Seniority Ranking
- How do I submit/view a report to a facility?
- How do I delete a recurrence?
- How do I delete a visit?
- How do I copy a visit?
- How do I copy a recurrence?