Knowledge Base
Table of Contents
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
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
Homepage features
To access Finale Health:
1. Download and Install Finale Health App.
2. For Mobile: Go to Play Store or App Store and search for “Finale Health”. Click install and wait for it to be completed.
3. Download and Install Finale Health App.
4. For Mobile: Go to Play Store or App Store and search for “Finale Health”. Click install and wait for it to be completed.
5. For Web: You can use any web browserand go to app.finalehealth.com.
To open Finale Health:
Type in app.finalehealth.com and you will be directed to the login page. Type in your email address and password.
Homepage Overview: Refer to Homepage Overview Demo
This is the homepage of Finale Health:
Search Bar: For searching patients within the system: You also have the Filter Options: Click the 3 dots next to the search bar to filter patients by status.
Switch Agency: Allows you to switch between agencies if you are enrolled in multiple agencies that uses Finale.
Bell Icon: To access your notifications.
Envelope Icon: To send and access emails.
Printer Icon: Fax (inbound or outbound).
Message Icon: Chats within the agency (search contacts). When you click the message icon, the chat window will appear. This is where you can see the list of the people you’ve message within your database.
Beside the chat button is the contacts button. This is where you can see the list of the people inside your database.
Beside the contacts button is the notes button. You can add personal notes here.
Care Coordination Icon: This is where you can see the list of patients assigned to you. This is where you can coordinate care with other clinicians of the patients.
Video Icon: This is where you can start or join video meetings.
Profile Icon: This is where you can edit your profile, check your inbox, manage tasks, check the enhancements in the system and log out. When you click Edit Profile, this is where you can update your password and e-pin.
