Required Fields

The Required Fields section is used to set specific fields as required across the system; denoted with a red asterisk*. Providers can require fields when entering or editing Applicants (Caregiver) in the system. On the Edit Office page under Admin > Office Setup, in the Required Fields section, select the Required Fields using the three multi-select dropdowns: Required Caregiver (Employee) Fields, Required Caregiver (Applicant) Fields, and Required Patient Fields.

Edit Office: Required Fields Dropdown Fields

The values in these fields correspond directly to the checkboxes used to define Required Fields for Caregivers and Patients. Using the dropdowns, Providers can define Required Fields for the three defined categories. By default, no fields are required for Applicant Caregivers; only those saved as Employees are tracked against existing requirements.

Category Required Fields

Required Caregiver (Applicant) Fields

  • Team

  • Location

  • Branch

  • Ethnicity

  • Employee ID

  • HCA/PCA Registry Number

  • Language 1

  • Language 2

  • Notification Preferences

  • Email

  • Mobile/Text Message

  • Voice Message

  • Added/Checked Registry Date

  • Professional License Number

  • SSN

  • Note Subject

  • Middle Name

  • Zip 4

  • Zip Code

  • State

  • City

  • Street 1

Required Caregiver (Employee) Fields

  • Team

  • Location

  • Branch

  • Ethnicity

  • Employee ID

  • HCA/PCA Registry Number

  • Language 1

  • Language 2

  • Notification Preferences

  • Email

  • Mobile/Text Message

  • Voice Message

  • Added/Checked Registry Date

  • NPI

  • Professional License Number

  • SSN

  • Note Subject

  • Zip 4

  • State

  • City

  • Street 1

Required Patient Fields

  • Team

  • Location

  • Branch

  • ID Number

  • Priority Code

  • Source of Admission

  • Medicaid Number

  • Nurse

  • SSN

  • Evacuation Zone

  • Evacuation Location

  • Mobility Status

  • Reason Required to Edit In/Out Time of Visit

  • Referral ID

  • Address Line 1

  • Payer Discharge Reason

  • Referral Diagnosis Code

  • Diagnosis Date

  • Payer Discharge Reason Description

  • Alternate Billing Address