Section

Office

Territory

Admin Users

Admins can access all

Admins can access all

Agency Users

Assigned to one only

Agency users can access all within the office

Caregivers

Assigned to one only, will need a profile in each office they work in. If they are in multiple offices, will have payroll files for each.

Can mark one as a base, allows caregivers to be part of multiple territories

Clients

Assigned to one only. Will need a profile in each office if they need to be in more than one. This will incur billing (per headcount)

Assigned to one only

Invoicing

Separate, one at a time

no selection

Payroll

Separate, one at a time

no selection

Dashboard

Can select one, or all, not multi

Not available for selection

Schedule

Can multi-select

Can multi-select

Client List

Can select one, or all, not multi

Can select one, or all, not multi

Caregiver List

Can select one, or all, not multi

Can select one, or all, not multi

Payers

Will need one profile per office

No association

Time Tracking

Can multi-select

Can multi-select

Account Register (Receivables)

Can select one, or all, not multi

Not available for selection

Reports

Report dependent

Report dependent

***n.b. Before you move a client or caregiver to another office, ensure that they do not have any unbilled/unpaid schedules created. Those schedules will not move and will not be accessible to you in either the billing or payroll batches once the profile has been reassigned.***

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