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Adding an Event

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Adding Default Patient Tasks

Adding intake tasks

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Adding Patient Diagnosis

Adding Patient Insurance Information

Adding Patient Note

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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

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Viewing Patient Care Event

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Caregiver

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Adding a Caregiver

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Adding/Updating Monthly Caregiver Log

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Adding Staff

Setting Staff Permissions

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Count of Approved Visits by Staff

Providers

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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

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Eligibility Reports

REQUIREMENT & PERMISSIONS

User should have Can view reports permission.

Documentation

Click on REPORTS.

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Scroll down and click on ELIGIBLE CHECKS.

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Filter the information using the following: PATIENT, INSURANCE PROVIDER, CHECKED ON and END DATE; or just click GENERATE to view a report without filtered data.

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