Setting Management

This page provides various functionalities for managing patients in the system. It allows you to perform tasks such as adding a patient, updating patient information, scheduling forms for patients, viewing patient care events, generating patient rosters, and more.

Patients

• Adding/Updating an Organization File/Link
• Adding Time Sheets for All Private Pay Clients
• Collecting Patient Prognosis
• Enabling Detailed PDF for Patient Profile (Portfolio)
• Enabling Patient Categories
• Enabling Patient Eligibility Checks
• Enabling Patient Images
• Enabling Showing Only the Patient’s Care team When Scheduling
• Enabling Show MRN Column in Patient List

Caregiver

• Collecting Staff Signatures
• Enable Auto-generated Caregiver Log
• Creating a Separate List for Caregivers
• Updating Displaying Approved Hours
• Updating Hiding Caregiver Log on Schedule
• Making Caregiver Log Entries Read-Only
• Making Shopping and Transportation Editable when Caregiver Log Entries are Read-Only
• [Making Shopping and Transportation Only Have Few Choices for Caregiver Log Forms](./making_shopping _transportation_few_choices_caregiver)
• Enabling Event Type Grouping
• Setting the Max Event Hours Number

Organization

• Updating Adding A Service Type
• Allow Multi Colored Signatures
• Collecting Housing Setting
• Updating Enabling Cloning
• Updating Enabling Documents Upload
• Enabling Alert Missing MRN
• Enabling Internal Employee ID Numbers
• Enabling Learning and Training
• Updating Enabling Pre-Admission Workflow
• Enabling Service Types
• Updating Enabling User Profile Picture
• Enabling User Type Filtering for Careteam
• Updating Including ID in Name
• Making First Name First
• Separating Sidebar Nav for Patients with Incomplete Intakes
• Viewing Organization Charge History