To create a new user, it is important to have a unique email address for the user you wish to add. Your agency may choose to assign/use a company email address or the employee’s personal email address when setting the user up in the Home Health solution.
Other information that is useful to have available includes basic demographic information, as well as the type of access the user will need in the system.
To start adding a new user, with Admin permissions, go to the Admin tab and toggle to New, then choose User at the bottom.
A window will populate allowing you to input the information for the new user.
Section 1 of the new user set up includes user demographic information and user credentials.
Required fields in the information section include:
The next four sections will define a user’s access within the Home Health solution. 小猪视频 recognizes that agencies are unique and thus we purposely kept role definition/access very basic. Specific access occurs in the permissions section.
Section 2, Duplicate Roles/Permissions/Restrictions from the Previous User, allows you to copy roles and permissions from an existing user to the new user.
Section 3, Roles, defines a user’s role/s within the system.
Section 4, Access & Restrictions, gives the ability to define time access to the system.
Section 5, Permissions, defines a user’s access within the Home Health solution. Choose permissions the staff member needs in order to perform his/her job functions. Permissions may be updated as needed.
In the permissions section of the new user form, hovering over a permission will give you a definition of the permission.
Once you have verified all of the previous sections, the last area can be used to post comments. Once any comments you want to add are input into the comment field, select Add User to save the user information to the system or Cancel to disregard the information entered.
Once the user is added to the system, he/she will receive an automatic email notification sent to the email designated in the user setup. This email will provide a link and instructions on how to complete their setup and log into the Home Health solution.
The contact list serves as an electronic ‘Rolodex’ for your agency. To view your current contacts, you can go to the View or Admin tab, toggle to Lists and choose Contacts.
From here, you can view your agency’s contact list, edit, delete, and add a comment, if needed. To print the list, simply export to Microsoft Excel and print the spreadsheet.
To create a new contact, you can start from the Contact List and click New Contact in the top left.
You can also add a new contact through the Create or Admin tabs, moving to New and choosing Contact.
When filling out the New Contact form, items with a red asterisk are required to save the contact information. Once complete, click Save.
After a user is established in the system his/her license and compliance information may be added through either the View or Admin tabs, choosing Lists and then selecting Users.
Locate the user/employee you wish to add license and compliance information. Select Edit under the Action column.
Once in the employee file, choose Licenses on the left-hand side. To add a licence or compliance information, click New License in the top left.
A popup window will appear for you to fill out license details. To add a license or compliance tracking item select the License Type from the drop-down selection. The drop-down includes both license and compliance tracking items. Then enter additional field information, as applicable.
Once the information is entered select Add License to post the information to the employee file. Once a record is added, the License Type line item will appear under Current Licenses. You can Edit or Delete current licenses from this list as well.
NOTE: When adding a compliance item such as CEU credit or Other the user may include more descriptive information in the License number field. The CEU certificate may be scanned and attached to the item. Clicking on the link in the Attachment file will open the document for viewing.
Once a user is initially set up in the system, you can add or manage their pay rates in the Home Health solution. To do this, go to the View or Admin tab and choose Lists, then select Users.
Locate the user/employee you want to make pay rate changes to and select Edit under the Action column on the right.
Once in the employee file, choose Visit Activity Pay Ra
