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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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Providers

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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

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Enabling Detailed PDF for Patient Profile (Portfolio)

REQUIREMENT & PERMISSIONS

User should be superadmin to manage setting.

Documentation

In your Navigation Menu, click on ORGANIZATION SETTINGS.
Under configuration, click on ENABLE DETAILED PDF PATIENT PROFILE (PORTFOLIO). (This will be displayed on the patient’s profile.)

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Click SUBMIT.

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