All Collections
Clients
JKAdd ClientsHow to add a Client
Prospective Client Configuration
Configure Client profile with Payer(s)
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 Insurance
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.
Couple CareHow to set things up for 2 people receiving care in one household at the same time.
Customize the Care PlanHow to add tasks or remove them from the default care plan in the client profile
Ability to exempt specific client(s) from overtime calculations.How can a client be absolved from Overtime.
Multiple Authorizations for One Insurance
Task/Communication Updates - Jan'19
Set Up Weekly Benefit Payers
Setup Client-Specific Bill/Pay RatesHow to setup and update Client Bill and Pay rate
Set Up Monthly Benefit Payers
Medicaid/Insurance Billing with Client Authorization
Set Up Daily Benefit Payers
Client Assessment and Care plan Set UpClient assessment
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