Clients
By Ruby and 6 others7 authors50 articles
- Add A ClientManually enter a client profile directly to your roster
- Prospective Client FormGather information about your prospective client with our new Contact Form
- Prospective Client Configuration
- Custom FormsCustom Forms allows you to create or modify forms by configuring from a wide variety of fields. (In Progress)
- How do I modify/create a New Form Template (Assessment and Non-Assessment)?
- How do I use the Form Builder?
- Which Components are Available in the Form Builder?Using the form builder components to configure your forms
- Custom Forms - Layout Components
- Custom Forms - Data Components
- Advanced Components Available in the Form Builder
- How do I use "Other Forms" in a Client ProfileCreating Custom forms for the Client Profile
- Publishing Caregiver notesHow to edit, check and publish Caregiver notes to the client portal
- Default Service TypeSelect a default service type for a specific client
- Change Client StatusHow to indicate that a client status has changed
- Bulk SMS to ClientsSend the same SMS text message to multiple clients
- Bulk Email to ClientsYou may want to send the same message to a group (or all) of your clients at the same time.
- Billing Configuration: Multiple Payers
- Billing Configuration: Client Co-pay prior to InsuranceHow to set up a copay before insurance is billed
- Billing Configuration: Multiple Insurances and Multiple Authorizations
- Billing Configuration: Medicaid or VA Authorization
- Billing Configuration: Creating a New Remainder PayerSometimes a family member will be paying the entire bill for the client, so you want to make that person the remainder payer.
- Multiple Authorizations for One Insurance
- Task/Communication Updates - Jan'19
- Set Up Weekly Benefit Payers
- Set Up Monthly Benefit Payers
- Medicaid/Insurance Billing with Client Authorization
- Set Up Daily Benefit Payers
- Populate the Local Source for a Referral
- Client Attributes and Requirements
- ALP Client
- ALP Invoice
- Add Payers
- Assessment: Update/edit
- Facility Staffing - Creating A Facility ProfileHow to create a Facility Profile
- Add Summary Notes to a Client profile that will be visible to Caregiver on the caregiver portal & mobile app
- Client Key DocumentsHow to upload Key Documents in the Client Profile
- Client Listing & ProfilesTake a Tour of the new client listing and profiles UI/UX
- Client Assessment & CareplanHow to create or update an Assessment/Careplan
- CMS-485 FormLearn more about the CMS 485 form and how to generate it.
- Goals Based AssessmentClients may require the tracking of goals, here is how you can do that in Caresmartz360
- Customize Client Bill/Pay Rateshow to set client specific bill and/or pay rates in Caresmartz360
- Clients & Payers OverviewA comprehensive walkthrough of the Client module and Payer relationships.
- Client Module - Clients - Prospective Client FormConfigure and manage your online Client Intake form
- OASIS E2 Assessment & CMS485 GenerationCMS-485 form generation is supported from OASIS E2 assessments via custom PDF integration
- Manage Authorization & Payer Statuses (Active, Hold, Pending, Inactive)
- Ability to exempt specific client(s) from overtime calculations.How can a client be absolved from Overtime.
- Client Profile - Notes & TasksNotes & Tasks: Documenting Information Across Multiple Profiles
- Set Up Couples Care for Combined BillingCreate one invoice destination for two separately maintained client profiles
- Medication Reminder TasksHow can my caregivers do medication reminders and not administer meds
- How to Add a Client AuthorizationAdding a client authorization ensures that services are billed correctly and align with payer requirements. Follow the step-by-step guide below to set up an authorization in the system.