Knowledge Base
Table of Contents
Main tabs overview
- Dashboard
- Admin
- Payroll
- Reports
- Billing
- Calendar
- Applicants
Homepage features
- Search Bar
- Switch Agency
- Bell Icon
- Envelope Icon
- Printer Icon
- Message Icon
- Care Coordination Icon
- Video Icon
- Profile Icon
Key boxes and features
- Patients
- New Patient
- New Care Staff
- Export
- Document Tracking
- File Upload
- Events
- Weather
Additional tabs
- Today's Visit
- Currently Hospitalized
- Daily Eligibility
- Patient Alerts/Notifications
- Birthdays
- Daily PECOS
- OASIS 30 Days
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
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)
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
Main Tabs Overview
Main Tabs Overview: Refer to Main Tabs Overview
1. Dashboard: Provides a snapshot of key metrics and recent activities.
2. Admin: Manage administrative settings and configurations.
3. Payroll: Access and manage payroll information.
4. Reports: Generate and review various reports.
5. Billing: Manage billing processes and claims.
6. Calendar: View the visit/s of your clinicians. You can filter the main calendar by staff, by date, by documents.
7. Applicants: Manage job applicants and hiring processes.
How to invite new applicant:
- Click the “Invite New Applicant” button
- Fill out the necessary information. Hit Send.
- The applicant will receive and email.Click the button that says “Click Here to Process Your Job Application”.After clicking the “Click Here to Process Your Job Application” button, the system will direct you “Employment Application Registration”.
- Type in your “New Password” and “New E-pin”. Hit apply. The system will prompt you to hit “Confirm”.
The applicant will be asked to fill out 7 steps to finish their Employment Application Registration. *Please fill out the required fields.*
After the Employment Application has been filled out, the applicant’s account is verified, you should choose from the actions below:
- Once you approve the applicant, fill out the necessary fields.
- Automatically, the applicant will be added to Users.
8. Documents: Access and manage important documents.
9. Help Desk: Create and track support tickets for technical issues. Notifications and updates regarding your tickets will appear here.
How to create a ticket?
- Click the create ticket button.
- Fill out the required field such as “Requested by. Issue summary, and Issue Details.”
- It is suggested to attach files (screenshots, screen recording of the reported errors).
- Hit submit.
