Knowledge Base
Table of Contents
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
OASIS
Plan of Care
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
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
How to Add New Patients
Refer to Intake Demo
How to add new patient:
- Click the “New Patient” button.
- You will be directed to “Intake Wizard”
- You have to fill out the red fields.
3. Caregiver Skills/Qualifications: Library of skills and qualifications of the care staff.
Personal Information:
Birthday: Enter the correct year to ensure the age is accurately calculated.
Address: Start typing the street name and select the correct option from the dropdown list. This will automatically populate the county and zip code fields.
Insurance: Add the insurance name (e.g. Medicare).
Check Eligibility: Ensure that eligibility for the insurance is verified according to your system’s procedures.
These next 3 steps you can skip if not applicable.
Prior Authorization: Note that prior authorization is only necessary for patients with private insurance.
Diagnosis: Input the patient’s previous diagnosis history prior to being admitted to home health if available.
Patient Condition: Input the patient’s previous medical +condition if available.
Schedule Visit: Input the initial visit and it will also generate SOC OASIS.
