The Client listing appears when you click the Clients module.

By default, only Active clients are shown. The view includes a Search field and various filters. The Client Full Name and Action columns are fixed, while the middle section is configurable and scrollable. To scroll horizontally, hold Shift and use the mouse scroll wheel.

Above the client list columns, we have the option to search for a client, apply filters for the office, active / inactive status and apply.

The Client list, Columns are adjustable; all you need to do is drag up / down, select/deselect and Save.

On the right of the screen, there is key icon to send password reset email.

Also, the schedule can be viewed from the calendar icon.

On client list page,

1. We can multiselect the clients

2. On top right corner, there are a few options:

A)

Here, you can select and update the Care Coordinator.

B) There is option to change the User Password.

C)

Here's option to Download Calendar and the Sage File for Sage 50

D) An email can be triggered

E) A text message can be sent

To add a new client, we need to click on +green button on the right

It shows two options:

1. Add New Client: use this for any new client

2. Prospective Client: if someone is about to be your client or join your agency, use this.

The page will show up the box to enter the information to complete the client’s profile; the fields marked in red asterisks are mandatory.

Below that, we have to add the Address Information.

· Below Address Information, add the Phone Number details

· Next, we have Referral Sources

· Client Notes (for office use and summary notes)

· We can configure Billing Preferences as well as the Schedule Preferences

Once the Profile information is set up, click the Save button at the bottom right corner of the screen.

On Clicking in the Name of the Client, the Profile page of that particular client opens up:

1. There is option to upload the profile photo of the client, alongside appears the name of the client.

2. If there are any notes about the client, there is the option ‘View Notes’ in blue box.

3. Next, we have a few pieces of information that include- Address/email/Phone Number.

4. On left navigation bar, “Main”, we see the General Information about the client

Navigating through the Left Panel

Within Main Tab, we have 3 sub parts:

1. Profile Summary

2. Documents

3. Forms

· Under Profile Summary, we have General Information about the client that we add while adding the profile like their first name, last name, office, admission date.

·

Here we have an option to add the Client’s Contact Information that can be marked Primary, or Emergency Contact and if we want to notify that particular contact for new invoices, we can check-in the given box. Also we can edit / view the client’s contact information as shown below:

·

As indicated, we can add First name, Last name, email address, status whether active or inactive.

Below, we can add the address information

Next to it, is the option to add the Phone Number, also we can add multiple phone numbers

Once, all changes are made, make sure to hit the Save button in blue box.

Coming back to Client’s Main Tab,

A. We can view and multiple addresses.

B. We can view and add multiple Phone Numbers

C. We can add Referral Sources

D. We can add Client Notes (for office use as well as Summary notes for the Caregivers)

Having set up all, click the Save Button.

Under Documents, you can find any necessary documents, with respect to the client.

As marked with red arrow, you can add a file from the +symbol in the green box.

Also, you can edit the existing document, click on the edit icon on right side against the document name.

· We can delete, change the Privacy of that particular document whether, Everyone or Me only

· Select the ‘Type’ of the document from the dropdown menu.

· You can add notes, if any.

· And Save the changes.

Under Forms Tab

You can view all the Forms that are assigned to the Client.

We have the option to add from the +symbol indicated in green box.

Also, we can edit the exiting form indicated with pencil symbol.

The given form will open up, once all the information is filled up, we have a few options at the bottom right of the page as indicated in blue boxes.

Clicking on Back, we will go back to the forms list page.

Choosing Summary, will give us the form details summary

Finish later, we can come back to this page and finish the given fields later

Submit will allow the added information within the form to be published.

Under client profile, on left is the Assessment bar.

On the right, appears the list of Assessments, it gives, Assessment Name, Observation Date and Time, Status.

We can add new Assessment by clicking on the +Symbol on the right top corner of the Page or edit existing ones from the pencil symbol in assessment rows on the right.

It shows the list of Assessment Forms, it’s recommended to select the latest, i.e., Standard Custom Assessment V3.

First menu bar is the, Facesheet

It gives us the window to fill in the General Information of the Client.

For the Observation Type, we have two options in the dropdown i.e.

· Update Care Plan: If we want to copy major details from the previous assessment, it’s recommended to opt for this option.

· Reassessment: If it has to be entirely new assessment, where major details will be different than the existing assessment, then choose this option.

All the rest of the Mandatory fields are marked with red asterisks.

1. Contacts: We have the option to edit the existing contact information or add new contact from green + box on right and mark one as Primary.

2. Address Information: We have the option to edit the existing Address information or add new contact from green + box on right and mark one as Primary.

3. Phone: We have the option to edit the existing Phone number or add new contact from green + box on right and mark one as Primary.

If there are any Facesheet notes, we can add in the given text box at the bottom.

Once all the information is entered, click on ‘Next’ indicated by arrow, we shall move to Needs & Requirements.

The Needs & Requirements displays the Attributes,

There are various Attribute Categories, and codes are given under each category.

Check in the boxes that are applicable to the client.

Once the options have been selected, click ‘Next’, and it will take to the ‘Tasks’ Tab.

The Tasks Page will show the list of tasks, the visible options come up by default

To add new Task,

· Click on + sign in green given on top right

· Add the Name of the task in the box outlined in red.

· For any task, select the weekdays, when it has to be executed, if it has to be done only if requested by the client, then choose ‘On Request’ option.

Note: The new task will be visible for this client as we are adding it to the client’s profile.

After setting up all the required tasks, Click the Next button in blue, and it will direct you to the Medications Page.

In case, we must enable medications option, if needed for a client, toggle the option ON as shown.

If a new medication has to be added, click on the green + symbol.

1. Put in the Medication Name in the box

2. Select the Medication Type from the dropdown menu whether/capsule/drop/ injection/ointment...

3. Check in the box for intake time

4. Fill in the quantity and select the measurement unit against it

5. Check in the box for intake and configure it

6. Mention any notes, if required

7. Lastly, save all the information

Next is the Additional Consideration Tab

If any additional considerations have to be added for the client, check the boxes.

Lastly, hit the Save and Summary button.

Entering a particular Client’s Profile, Click on Billing Info & Settings

· The page displays the list of Payers for the client you are viewing.

· To add a new payer, click the green + symbol on the top right of the screen

To add a new payer, there is option to add new, Or,

If you have already added the list of Payers and want to link, search in the given box.

Creating a new Payer,

1. Under General Information, choose either Individual payer or the community payer depending on the type of payer you want to add. Fill in the other mandatory field, as given office, type-medicaid/insurance/hospital/facility...

2. Add the address information, mark primary, you can add multiple addresses as indicated with arrow from green +symbol

3. Add the phone number, mark primary, you can add multiple addresses as indicated with arrow from green +symbol

4. Enter Email details

5. Invoice Settings: Check in the boxes you want your payer to view the invoice.

6. Choose the Name Format that will appear in below selected format whether First name, Last name or Last name First name

7. Payer Setting- if required to share client portal access, toggle the given option on | Select the preferred delivery method either email or message | Preferred Payment Mode | Billing Start Day (choose weekdays).

Once all is set up, hit the Save button.

The rates will be automatically fetched from the Rates Tab under Office Settings, but if you want to customize the client you are viewing.

· The page will display the Bill Rates / Caregiver Bill Rates / Pay Rates / Caregiver Pay Rates

· To check the Hierarchy for the rates, look for the article in the Help Center

· To add new Rate, click on the green + Symbol on the top right of the screen

· If you want to make changes in the already set rate, click on edit button

1. On clicking the +symbol to add new rate, a box will pop on the screen

2. Select the Service type for which you want to set new rate

3. Select the bill type from the dropdown menu whether minutes/hours/visit basis

4. Add the rate amount in $

5. Set the date range

6. Select the Bill Unit Type (refer to Help Center to know the terms in dropdown menu

7. If required, you may add notes and click on the ✔ icon.

On clicking over the Claim Codes, a list of claims will appear on the page.

· To add one, Click on the green + buuton on the top right of the screen.

· The search box appear there, add the code, it shows the results of the search, choose and add as indicated by the arrow.

You can see above how after adding a code, the listing will come up.

We can sync the code to the schedules, on clicking over the blue sync button next to +

You will be prompted to a pop-up to sync claim to all existing schedules, click Yes, Sync; as shown:

​

Click over the Invoices Tab in the Client’s Profile for whom you want to view the due invoices

· On top, we have the option to search / apply date range filter, click on apply to view the invoices for the specific Client.

To add client specific information, such as to keep a record of dates; On Set of Current Illness, Initial Treatment Date, etc. You can choose the date from the calendar.

Based on the provided content, here are the highlights and description in bullet points for the EDI (Electronic Data Interchange) section in a homecare software system, specifically focusing on the Referral Provider, Supervising Providers, and Ordering Providers setup:

· Input fields for:

o Authorization Key (required)

o Reference Number (required)

o Name

o NPI (National Provider Identifier)

· Displays message: "No Record(s) Found" — indicating no referral provider data is currently entered.

· Allows entry or import of provider credentials and identifiers needed for electronic billing or reporting.

· Fields available for:

o First Name and Last Name (required)

o Middle Name

o NPI

o Secondary Identification Qualifier (drop-down selection)

o Secondary Identification Number

· Includes “Add Info,” “Cancel,” and “Save” buttons for managing entries.

· Designed to associate a supervising medical professional with the client's case (often required for Medicare/Medicaid billing).

· Similar structure to Supervising Providers, with additional address fields:

o First/Last/Middle Name

o NPI & Secondary ID fields

o Address Line 1 & 2

o City, State, Country, Zip/Postal Code

· Supports proper identification and linkage to the medical professional who ordered the services.

· Structured to support clean, compliant data entry for EDI transactions (e.g., 837 billing files).

· Ensures required provider information is available for claims submission to payers.

· Warning messages and validation (e.g., asterisks for required fields) help ensure data completeness and accuracy.

When you go to a Client’s profile, on left panel, click on Schedule.

On this page, we have further sections, Schedule Calendar, Master Schedule, Schedule Deletion Log.

It shows up the calendar view, the schedules will be available for the client on the days it is planned.

Also, you can make a shift by clicking in the block of the date when you want to plan the shift.

It will show up the Scheduling Window as shown above,

· Set the timings for Shift Start and End shift

· Choose the Service Type

· If you want to set recurrence, do that from the box below

· On the right side of the window, you can assign the caregiver/ keep it open if you want

· Select the tasks for the shift which will be automatically fetched from the Assessment

· Once all set, Click the Save button at the bottom, it will then reflect on the calendar.

In the Client’s profile, in the left panel, click on Notes & Tasks

The page will show all the notes if there are any for this client on this page.

If you want to add new notes, click on green + button on top right of the screen.

A pop up comes to add note as shown above

Select the date from the calendar and other required fields

Add the subject and comments in the given space.

Once done, click on Save. If you want to send an SMS or an Email, choose the option accordingly.

In client profile, within Notes and Tasks, is the option for Visit tasks as indicated,

The page will show the visit tasks for the caregiver for the scheduled planned for this client along with the dates.

In client profile, within Notes and Tasks, is the option for Office tasks as indicated,

The page will show the Office tasks if any such as assessments to be updated, can be any updates with respect to invoices, or care coordinator assignments.

Again, to add new, click on the green + box on the top right of the screen

To add New Task, fill in the given fields, and add the information.

The word limit for Subject is 90 characters, while for the comments it is 8000 characters.

Once added, click save and choose to send an SMS or an Email.

In the client’s profile, in the left panel, click on Compatibility.

It will show the list of Caregivers who are compatible with the client as per specifics chosen in Attribute codes under Attribute categories

The same can be overridden if, it is not a strict restriction.

In the client’s profile, in the left panel, click on SMS & Email log

The page will show all the SMS Logs under the SMS Log bar

Similarly, under the Email log, all emails sent will be listed.

In the client’s profile, the last option is to choose the Client Specific Preferences

Once you have configured Client Specific preferences, click the Save button at the bottom right corner of the page.

In the left blue margin, go to client's module as indicated, and choose payers underneath that.

It displays the list of clients

On this page, we can

· Search a payer by name

· Filter the payers by Office /Status - active/inactive / Type and hit Apply button

· To edit any payer profile, we have pencil icon against the payer name under Actions column.

· To add a new payer, click on the green + icon on the top right of the screen (already covered in Billing info & Settings section while viewing client profile.

· To view a Payer’s profile, click on the name (clickable hyper links)

Payer’s Profile

On clicking the Payer’s Name from the Payer’s list, we can view Payer’s Profile

On the left of the Page, the profile constitutes- the Payer Profile Picture, from the little camera icon, we can upload a photo / logo.

Next, there’s basic information – Full name of the payer, we can view notes (if any) by clicking on the given option in blue box.

On the left, it shows the primary address, email address, phone number and the associated office.

Within Payers Profile, the first tab is the Main

It shows General Information under which there are multiple fields where, office, First name, last name, Type are mandatory details to be entered.

Next, we have option to view / add Address information, Phone Number, Email, Payer Notes.

At the bottom, there is option to chang the payer type, which will direct to the Payer Settings.

Under Main Tab is Facilities Information

It displays the option to Upload the Facilities Images, click on Browse File green button as indicated by the arrow.

Note: It accepts the given formats; .jpeg, *.jpg, *.bmp, *.png, *.tiff, *.tif, *.gif , *.svg, *.ico, *.webp

To add any new Bill Rates, click on +symbol against bill / pay rate

· Choose the Srvice Type from the Dropdown

· Select the Bill Type

· Enter the rate amount in dollars

· Select the Date Range

· Choose the Bill Unit Type

· Enter notes if necessary and Save

Any Notes or Office Tasks will reflect on this page

Any conversation logs will come up here

· We can change the payer type

· Can send Send Client Portal Credentials

· Choose Preferred delivery- SMS / Print

· Preferred Payment Mode – Bank Account / Credit Card

· Billing Start Day – Choose the Week cycle

Under Invoice Settings,

Check in the boxes that you would like to appear on the invoice PDF.

Next, you can choose the Name Format

After setting all, click the Save button at the bottom right.

Underneath, Clients, click on Prospective Clients

The page will display the list of Prospective Clients