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37 articles in this collection
Written by
Ruby Mehta,
Jeff,
James Merson
and 2 others
Custom Forms - Data Components
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Written by
Kate Lewis
Updated over a week ago
Custom Forms
Custom Forms allows you to create or modify forms by configuring from a wide variety of fields. (In Progress)
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Written by
Kate Lewis
Updated over a week ago
Custom Forms - Layout Components
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Written by
Kate Lewis
Updated over a week ago
Advanced Components Available in the Form Builder
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Written by
Kate Lewis
Updated over a week ago
Which Components are Available in the Form Builder?
Using the form builder components to configure your forms
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Written by
Kate Lewis
Updated over a week ago
How do I use the Form Builder?
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Written by
Kate Lewis
Updated over a week ago
How do I modify/create a New Form Template (Assessment and Non-Assessment)?
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Written by
Kate Lewis
Updated over a week ago
How do I use "Other Forms" in a Client Profile
Creating Custom forms for the Client Profile
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Written by
Kate Lewis
Updated over a week ago
Prospective Client Configuration
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Written by
Kate Lewis
Updated over a week ago
Publishing Caregiver notes
How to edit, check and publish Caregiver notes to the client portal
Written by
James Merson
Updated over a week ago
Default Service Type
Select a default service type for a specific client
Written by
James Merson
Updated over a week ago
Change Client Status
How to indicate that a client status has changed
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Written by
Kate Lewis
Updated over a week ago
Bulk SMS to Clients
Send the same SMS text message to multiple clients
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Written by
Kate Lewis
Updated over a week ago
Bulk Email to Clients
You may want to send the same message to a group (or all) of your clients at the same time.
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Written by
Kate Lewis
Updated over a week ago
Billing Configuration: Multiple Payers
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Written by
Kate Lewis
Updated over a week ago
Billing Configuration: Client Co-pay prior to Insurance
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Written by
Kate Lewis
Updated over a week ago
Billing Configuration: Multiple Insurances and Multiple Authorizations
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Written by
Kate Lewis
Updated over a week ago
Billing Configuration: Medicaid or VA Authorization
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Written by
Kate Lewis
Updated over a week ago
Billing Configuration: Creating a New Remainder Payer
Sometimes a family member will be paying the entire bill for the client, so you want to make that person the remainder payer.
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Written by
Kate Lewis
Updated over a week ago
Couple Care
How to set things up for 2 people receiving care in one household at the same time.
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Written by
Kate Lewis
Updated over a week ago
Customize the Care Plan
How to add tasks or remove them from the default care plan in the client profile
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Written by
Kate Lewis
Updated over a week ago
Ability to exempt specific client(s) from overtime calculations.
How can a client be absolved from Overtime.
Written by
Olivia Spencer
Updated over a week ago
Multiple Authorizations for One Insurance
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Written by
Kate Lewis
Updated over a week ago
Task/Communication Updates - Jan'19
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Written by
Jeff
Updated over a week ago
Set Up Weekly Benefit Payers
Written by
Ruby Mehta
Updated over a week ago
Setup Client-Specific Bill/Pay Rates
How to setup and update Client Bill and Pay rate
Written by
Ruby Mehta
Updated over a week ago
Set Up Monthly Benefit Payers
Written by
Ruby Mehta
Updated over a week ago
Medicaid/Insurance Billing with Client Authorization
Written by
Ruby Mehta
Updated over a week ago
Set Up Daily Benefit Payers
Written by
Ruby Mehta
Updated over a week ago
Client Assessment and Care plan Set Up
Client assessment
Written by
Ruby Mehta
Updated over a week ago
Configure Client profile with Payer(s)
Written by
Ruby Mehta
Updated over a week ago
Populate the Local Source for a Referral
Written by
Ruby Mehta
Updated over a week ago
Client Attributes and Requirements
Written by
Ruby Mehta
Updated over a week ago
ALP Client
Written by
Ruby Mehta
Updated over a week ago
ALP Invoice
Written by
Ruby Mehta
Updated over a week ago
Add Payers
Written by
Ruby Mehta
Updated over a week ago
Add Clients
How to add a Client
Written by
Ruby Mehta
Updated over a week ago