Scheduling and Coordination
- 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?
- 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 a 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
- How can I use Travel Time to help me assign Employees to Visits?
- 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?