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

Find answers and get help from Intercom Support and Community Experts

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