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Using Penelope
Dive deep in to some of Penelope's most popular features
194 articles
Rich Text Editor and Penelope MobileRollout Schedule for 2022
Penelope TrainingAvailable training material for Penelope at Litmos
Troubleshooting: "A record of the same type of association has already been added" on reopening DSS Case
Error: Service File cannot be deleted because it has one or more active DSS cases
Log a DSS Referral
Recording DSS Case Level Data
Recording DSS Session Level Data (Individual)
Complete a DSS SCORE Assessment
Recording DSS Session Level Data (Groups)
DSS Submissions Process Guide
My Home DSS Summary
DSS Submission List Page
Recording DSS Client Level Data
How to Sign a Document
Troubleshooting: "A progress/close document cannot be completed before an initial document exists."
Now Live | Rich Text EditorThis upgrade became available on July 2022 to all customers.
Documents and Assessments Feature Glossary
Score Page
Editing Documents: Adding a Revision vs. Making Changes Outside of a Revision
Booking a Group Event
Remove Non-Resolved Events from a Group
Updating Group Attendance Limit
How to Close a Group
Editing a Group Event
Adding Group Notes
Group Service Units
Add Clients to a Group
Reschedule a Group Event
Record Attendance for a Group Event
Group Page
Group Event Page
Group Event Summary Report
Group Summary Report
Managing Attachments
Navigating Penelope
Now Live | Penelope MobileThis upgrade became available on July 2022 to all customers.
Glossary of Penelope Terms
Edit My Preferences
Master Agency Schedule
Reference Page
Navigating the Individual Profile
Agency Events Page
Rapid Scheduling – Attending Worker
Rapid Scheduling – No Attending Worker
Notify Arrival Feature
How to Login to Penelope
Penelope Shortcut for iOS Home Screen
Penelope Shortcut for Android Home Screen
Tips for Remote Working with Penelope
Editing an NDIS Claim Type (Cart Item)
Adding an NDIS Claim Type
Tips for Managing NDIS Cancellation Charges
NDIS Participant Reference Number
NDIS – Approach 1: Agency Managed
NDIS – Approach 2: Plan Managed
NDIS – Approach 3: Self Managed with Agency Assistance
NDIS – Approach 4: Self Managed
About Using the NDIS Module
NDIS Submission List User GuideHow to view and utilize the NDIS Submission List
Reconcile NDIS Payment Remittance Advice
NDIS Submission SummaryView NDIS submissions.
Service Coverage Grouping
Generate an Invoice in Batch Mode
Invoice Page
Coverage Unit Notifications Page
Adding Notes to an Invoice
Individual Accounts
Australian Medicare Invoice Guide
Adding a Public Policy (Individual)
Adding a Group Policy (Individual)
Adding a Private Policy (Individual)
Billing SequenceAdding and Removing items from the Billing Sequence can be easy!
Coverage Page
Policy Coverage Page
Policy Page
Group Coverage Setup Page
Batch Page
Payment Page
Credit Page
Explanation of Benefits Page (EOB)
Adding a Funder
Invoice and Record Payment using Quick Pay
EDI 837P Configuration Guide
Funder Departments and Branches
Processing a Payment Using PayPal
Paying with PayPal in ClientConnect
Add a Pre-payment to a Service Event
Invoice a Service Event
Changing FFS (Fee for Service) Individual
Service Unit Fee Override
Debit Note Page
Adding a Payment to an Individual’s Account
Adding a Debit to an Individual’s Account
Adding a Credit to an Individual’s Account
Adding a Deposit
CMS 1500 02/12 Field Mapping
CMS 1500 Form 02/12 Printer Settings
EDI Submission and Transmission Settings Explained
How to Process an EDI 835 File
How to Create an EDI File
EDI 837 Page
Using the Sliding Scale
Service Units Return and Recovery
Billing Performance ImprovementsBilling Performance Improvements are on their way to Penelope
Worker Message Settings
Penelope Password PolicyData Security
Resetting your Password
Logging in to Penelope for the First Time (User Managed Password Feature Enabled)
Managing Your Worker Profile
Changing your Login Credentials
Personal Message Settings (Worker)
Adding Your Rcopia User ID
Editing Your Worker Photo
Setting your Availability
Troubleshooting: Event booked through Add Service Wizard not picking up Availability Site
Enroll a Client using the Add Service Function
Adding a Service File
Add Service File Wizard
Start Client Communication (SMS/Email)
How to Close a Service File
Changing the Presenting Participant
Add/Change the Presenting Issues
Navigating the Service File
Service Billing Summary Report
Service File Note Page
About Booking a Service Event
Booking a Service Event
Case Notes (Service Event Notes)
Adding a Service Unit to the Cart
Booking Ongoing Appointments – Service Events
How to Revert Service Event Attendance
Resource List
Recording Attendance
Reschedule a Service Event
Printing a Service Event
Service Event Mark Followup Required
Service Event Review
Keeping track of cancelled Service Events
Navigating the Service Event
Event Billing Summary Report
Rcopia Single Patient Mode Training Manual
How to Add a Video Chat Link to a Service Event