Scheduling and Coordination
- How do I view/add/archive Employee Notes?
- How do I view/add/edit/archive Client and Client Coordinator Notes?
- How do I view/add Progress Notes on web?
- How do I view/add Care Provider Notes on web?
- Feature Overview: Client, Visit, and Employee Notes
- How do I create/edit/apply Tags for Visits/Services/Clients/Care Plans?
- How do I edit/update a scheduled Visit?
- How do I edit an Employee's status?
- How do I use the Visit Approval Screen?
- How do I view/add Visit Notes?
- 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 Client?
- How do I edit a Service Workflow Status?
- How do I add/edit/delete a Client's Status?
- How do I add a Profile Type to an existing Client, Employee, or Contact?
- What are the different Visit Offer Statuses?
- How do I use Care Time?
- How can I use Travel Time to help me assign Employees to Visits?
- How do I use the Employee Finder?
- How do I view Visit Offer Responses and assign the Offer?
- How do I offer a Vacant Visit or Recurrence?
- How do I create Reason Codes?
- How do I submit/view a Report to a Facility?
- How do I delete a Recurrence?
- How do I delete a Visit from the web app?
- How do I copy a Visit or Recurrence?
- How do I edit a Recurrence?
- How do I create a Visit for a Client?
- How do I create a Recurrence for a Client?