Scheduling and Coordination
- 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 to access the Activity Feed
- How do I change the status of a service that I’ve scheduled?
- How do I set Employee Availability?
- Entity tags
- 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?
- How do I edit a recurrence?
- How do I create a visit?
- How do I create a recurrence?