Table of Contents
Refer to Admin Tab Demo
1. Agency: This has all the information about the agency. Agency tab includes various functionalities related to user management, settings, and system configurations.
Inside the agency tab, you have the liberty to edit the settings of your agency. You can enable/disable agency settings.
2. Care Staff: Manage the care staff of the agency. This is where you can check all the care staff of the agency. You can add care staff here as well.
How to add a care staff:
3. Caregiver Skills/Qualifications: Library of skills and qualifications of the care staff.
4. Certificates/Licenses: Library of required certificates and licenses for care staff.
5. Market Source: Information on where patients are referred from.
6. Event Types: Manage and define various events for the agency.
7. Insurances: Library of patient insurance details.
8. Supply Items: Library of supplies and equipment available in the agency.
9. Intermediaries: List of intermediary contacts and information.
10: Note Templates: Manage templates for notes. You can view the list of templates, search for specific templates and add new templates.
11. Health Care Facilities: List of healthcare facilities associated with patients.
12. Care Plan: This is the library of your care plan. This is where you can edit the default templates for the problems, goals, and interventions.
13. Physicians: This shows you the list of the physicians associated with your agency. You can provide the NPI of the physician to auto populate the required fields needed. You can also check if they’re still PECOS enrolled.
14. Clinical Lookup: This is your clinical lookup library. You can add or edit a clinical lookup.
15. Service Type: Manage and define different types of services (e.g., visit types)
16. QA Checklist: This is where you can edit the list of your QA checklist
17. Types of Care: This serves as your library of the types of care. This is where you can also add more types of care.
18. Roles: This lets you manage the level of access a user or staff will have while accessing your agency’s database. The roles help to limit the access they can have may it be : has access, read only, and no access..
19. Hashtags: This lets you manage and add hashtags to help categorize patients and color label them.
20. Users: This is where you manage the users in your database. Allows you to restrict their usage from other IP addresses if you wanted to. This is where they can edit their passwords and e-pins.
How to add users in your database:
* Make sure that the accounts of your users are verified.
21. User Logs: Real-time tracking of user activities within the system.