Caregiver

Some features may not be available in your portal. Features depend on role, permissions, and portal type.

Key Terms and Definitions

Knowledge Base Search Instructions

Caregiver Compliance Overview

Add In-Service Requirements

Caregiver Compliance Introduction

Caregiver Compliance: General Requirements Tab

Caregiver Compliance: Medicals/Other Requirements Tab

Caregiver Compliance Page

Caregiver Compliance Reports

Caregiver Compliance: Verification Tab

Compliance Setup

COVID-19 Agency Dashboard

Create a Compliance Setup

Hire Date as Required Field for Caregiver Applicant/Employee Compliance

Item Manager

Save and Publish a Compliance Setup

Save Item Manager Values

Trainees

Expense and Supply Overview

Add an Expense

Billing and Payroll

Expense Permissions

Set Up Expenses

Caregiver Forms Feature

Caregiver Management Overview

Absence/Restriction Page

Added Fields to Accommodate 2020 W4 Form Changes

Availability Page

Bulk Pay Rate Adjust Page Enhancements

Calendar Page

Caregiver Document Management Page

Caregiver Gender Options

Caregiver Profile

Caregiver Status

Compliance Page

Create a New Caregiver

Employment Types

Expenses Page

In Services Page

Notes Page

Others Page

Rates Page

Patient Hx Page

Pay Check Page

Payroll Info Page

Preferences Page

Profile Page

Save Caregiver with Skilled and Non-Skilled Disciplines

Search for a Caregiver

Time Zone Based on Primary Office

Trainees

Mileage Events

Caregiver Pay Code

Create a Mileage Event

Mileage Authorization

Mileage Service Code

Caregivers in Multiple Offices Overview

Calendar Page

Caregiver Absence/Restriction Page

Caregiver Availability Page

Caregiver Calendar Page

Caregiver Compliance Page

Caregiver Expenses Page

Caregiver Mobile ID

Caregiver Notes Page

Caregiver Patient HX Page

Caregiver Profile Header

Caregiver Profile Page

Caregiver Rates Page

Caregiver Specific Functions

Caregiver Visits Page

Create a Caregiver Travel Time Event

Document Management for Caregivers in Multiple Offices

New Caregiver

Office Move Feature

Other System Pages

Patient Pages

Patient Search

Primary Office and Secondary Offices

Remove a Secondary Office(s)

Secondary Office Setup Requirements

Sync Caregiver Restrictions in UPR

User Permissions for Caregiver Multi-Office

Caregiver Search

Applicants List Actions

Applicants List

Bulk Action Export

Caregiver Availability Bulk Edit

Caregiver Availability Settings

Caregiver Communications History Page

Caregiver General Availability Search

EVV Utilization Tracking

Fill a Specific Shift

Message Scripts via Reference Table Management

Mobile App Delivery Methods

Quick Broadcast Criteria Section at Agency Setup

Scheduled Today Field

Send a Message Via Caregiver Search

 

Billing for Supplies

Create a New Supply

Supply Permissions