Clients

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