Getting started (Admin)

Adding Clients

How to set up payers, create billing codes, and add client budgets in the Dashboard.

Adding Payers, Service Codes, and Budgets

How to add staff members and caregivers in the Dashboard.

Adding Staff and Caregivers

How to create and assign forms to client plans in the Dashboard.

Creating and Adding Forms

How to create and generate documents in the Dashboard.

Creating Documents in Document Builder

How to create new roles and customize access levels in the Dashboard.

Creating Roles and Access Levels

How to customize client plans in the Dashboard.

Customizing Client Plans

How to edit service (billing) codes in the Dashboard.

Editing Service Codes

Setting Up Geofencing

How to enable and configure transportation tracking in the Dashboard.

Setting Up Transportation

Set up your account, manage users and permissions, and configure system-wide settings that control how your organization operates.

Account Setup & Administration

Overview of the Calendar in the Dashboard.

Overview: Calendar

Overview of staff and caregiver profiles in the Dashboard.

Overview: Caregiver Profile

Overview of the client profile in the Dashboard.

Overview: Client Profile

Overview: Dashboard

How to set agency preferences in the Dashboard.

Overview: Feature Settings and Preferences

Overview of the reports section in the Dashboard.

Overview: Reports (Incidents, Reimbursements, Activity Logs)

Understanding the dashboard layout and managing feature settings.

Dashboard Navigation & Feature Settings

How to approve impromptu shifts in the Dashboard.

Approving Impromptu Shifts

How to find and correct past shifts in the Dashboard.

Correcting Past Shifts

How to create missed or backdated shifts in the Dashboard.

Creating Missed or Backdated Shifts

How to create and edit single, recurring, and open shifts in the Dashboard.

Creating Single, Recurring, and Open Shifts

How to manage and export claims and service records for billing in the Dashboard.

Managing Claims and Service Records for Billing

How to manage and approve time change/shift edit requests in the Dashboard.

Managing Time Change/Shift Edit Requests

How to send mass notifications to DSPs in the Dashboard.

Sending Notifications

Create, manage, and correct schedules, shifts, and day-to-day operational tasks that keep services running smoothly.

Scheduling & Operations

Find answers and get help from Intercom Support and Community Experts

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