Knowledge Base
Table of Contents
Calendar
- Accessing the Patient Schedule
- Scheduling a Visit
- Visit Time Management
- Plotting Visits on Multiple Dates
- Managing Scheduled Visits
- Editing Visits
- Calendar Overview and Filtering
- Finalizing Visit Details
Plan of Care
OASIS
How to Add Patients | Intake
- Enter Required Fields
- Birthday
- Address
- Insurance
- Check Eligibility
- Prior Authorization (Skip if N/A)
- Diagnosis (Skip if N/A)
- Patient Condition (Skip if N/A)
Admin tab
- Agency
- Care Staff
- Caregiver Skills/Qualifications
- Certificates/Licenses
- Market Source
- Event Types
- Insurances
- Supply Items
- Intermediaries
- Note Templates
- Health Care Facilities
- Care Plan
- Physicians
- Clinical Lookup
- Service Type
- QA Checklist
- Types of Care
- Roles
- Hashtags
- Users
- Users Logs
Key boxes and features
- Patients
- New Patient
- New Care Staff
- Export
- Document Tracking
- File Upload
- Events
- Weather
Homepage features
- Search Bar
- Switch Agency
- Bell Icon
- Envelope Icon
- Printer Icon
- Message Icon
- Care Coordination Icon
- Video Icon
- Profile Icon
Main tabs overview
- Dashboard
- Admin
- Payroll
- Reports
- Billing
- Calendar
- Applicants
Additional tabs
- Today's Visit
- Currently Hospitalized
- Daily Eligibility
- Patient Alerts/Notifications
- Birthdays
- Daily PECOS
- OASIS 30 Days
Export
- Generate Export
- Download / Submit
- Manage Archived Batches
- HHCAHPS
- Managing Scheduled Visits
- Editing Visits
- Calendar Overview and Filtering
- Finalizing Visit Details
Payroll
- Generate Payroll
- Print Payroll
- Search Payroll
Billing
- Generate Payroll
- Print Payroll
- Search Payroll
CALENDAR
Refer to Calendar Demo
1. Accessing the Patient Schedule:
- Go to the homepage and click the Patient tab.
- Find the patient needing a visit and click the calendar icon.
2. Scheduling a Visit:
- In the calendar view, click the three dots (usually found in the top right corner).
- Select Schedule Visit.
- Fill in the required information:
- STAFF TYPE
- ASSIGNED STAFF
- SERVICE TYPE (Ensure this matches
the code in the template to avoid
errors)
- Click SAVE
3. Visit Time Management:
- The default time will be displayed; this can be adjusted later when the visit is completed.
- Enter clock-in and clock-out times as needed.
- Ensure correct SERVICE TYPE for payroll purposes.
4. Plotting Visits on Multiple Dates:
- Click the Plotter.
- Scroll down and click the plus sign to add visits on different dates to the calendar.
5. Managing Scheduled Visits:
Click on the visit to view options:
- VISIT DETAILS
- MARK AS MISSED VISIT (if the care staff cannot make it)
- CLOCK IN / OUT (for logging time)
- VIEW NOTE (to see any added notes)
- DELETE VISIT (if scheduled by mistake or incorrect)
6. Editing Visits
Click on the visit to view options:
- Drag and drop visits to reschedule within the same week.
- For changes falling into the next week, submit an order to the physician to adjust the visit frequency.
7. Calendar Overview and Filtering:
- The main calendar shows all scheduled
visits for the current day or month.
- Use color-coded features for quick status
identification. - Filter by staff or patient and adjust the
view to month, week, date, or timeline.
8. Finalizing Visit Details:
- After the visit, input the actual clock-in
and clock-out times. - Click Batch Post to finalize and save the
visit details.
