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Knowledge Base

Table of Contents

Payroll

  • Generate Payroll
  • Print Payroll
  • Search Payroll

Export

  • Generate Export
  • Download / Submit
  • Manage Archived Batches
  • HHCAHPS
  • 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

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

Billing

  • Generate Payroll
  • Print Payroll
  • Search Payroll

PAYROLL

Generate Payroll:

  1. Set the visit date range and payroll period
    date.
  2. Select and mark items as paid.
  3. Print the payroll for record-keeping.

Print Payroll:

  • Choose criteria based on staff type,
    specific staff members, company, and
    payroll period date.

Search Payroll:

  • Use filters for staff type, specific staff, and
    payroll period date to locate specific
    payroll records.

Tips:

  1. Double-Check Dates: Ensure that visit dates and payroll period dates are accurate to avoid errors in payroll
    calculations.
  2. Review Records: Before printing or finalizing payroll, review records to confirm all entries are correct and
    complete.
 

Use Filters Effectively: Utilize search filters to efficiently find and manage payroll records.

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