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Account Management

Adding Account Information

Adding your signature

Changing Your Password

Logging - forget password

Schedule Backup

Patients

Adding an Event

Adding a Patient

Adding Default Patient Tasks

Adding intake tasks

Adding Patient Category

Adding Patient Diagnosis

Adding Patient Insurance Information

Adding Patient Note

Adding Patients Signature

Adding Patient Schedule

Adding Payment Method

Creating Bulk Actions

Assigning Caregiver to an Event

Deactivating Patient

Enabling Electronic visit Cerification

Adding Patients Medication Information

Adding Patients Emergency Contact

Adding Patients Pharmacy Contact

Generating Patient Roster

Generating Patient Roster at Date

Patient’s Profile Information

Patient Eligibility Tool

Patient Task Tracker

Updating Patient Information

Updating Form in Patient’s Calendar

Viewing the PDF/LOG of a Patient’s Care Event

Opening Patient’s Chart

Opening Patient’s Portfolio

Inactive Patient List

Repeating Care Event

Updating Event Type Settings

Updating Event

User Profile Organization Settings

Viewing Invoices

Quality Assurance

Viewing Patient Care Event

User Configuration Settings

Caregiver

Adding Careteam role

Adding a Caregiver

Update Event

Adding/Updating Monthly Caregiver Log

Staff

Adding Staff

Setting Staff Permissions

Staff Group Permissions

Staff Roster

Adding Staff Groups

Adding Staff Tasks

Count of Approved Visits by Staff

Providers

Adding External Providers

Reports

Approved Hours Reports

Count of Approved Visits by Staff

Running Reports

Generating Missed Visits Report

Eligibility Reports

Insurance Reports

Lessons Report

Generating Missed Visits Report

Billing

Patient Unbilled Report

Settings

Adding Organization File Link

Adding Time Sheets for All Private Pay Clients

Allow Multi Colored Signatures

Collecting Housing Setting

Collecting Patient Prognosis

Collecting Staff Signatures

Creating a Separate List for Caregivers

Enabling Alert Missing MRN

Enable Auto-generated Caregiver Log

Enabling Detailed PDF for Patient Profil

Enabling Internal Employee ID Number

Enabling Learning and Training

Enabling Patient Categories

Enabling Patient Eligibility Checks

Enabling Patient Images

Enabling Service Types

Adding Service Types

Adding Timesheets all Private pay Clients

Enabling Service Types

Enabling Show MRN Column in Patient List

Miscellaneous

Scheduling a Backup

Uploading Documents

Cloning

Creating Custom Form Order

On this page

Table of Contents for current page

Opening Patient’s Portfolio

REQUIREMENT & PERMISSIONS

User should have Can view all patients permission.

Documentation

Click on PATIENTS.
Click on PORTFOLIO SYMBOL.

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Save or print PORTFOLIO PAGE as needed.

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