Embedded Files
0.pngAdmin Menu allows the user to enter and update the data of some entities of the agency. The menu consists of settings for an agency that will build the agency’s library.
Please note that the different roles have different access in the library depending on the permission given by the System Administrator.
TAGS / FAQs
Where to add information about the agency?Where to add billing details of the agency?Where to enable/disable strict visit conflicts checking for the agency?Where to enable the palliative assessment access of an agency?Where to set the service providers of an agency?How to enable multiple signatories on other notes?Where to set the automatic generation of the patient's MR ID?How to enable the electronic signature for the agency?How to set the default view of the patient chart?How to hide all documents after the discharge date?Where to set the service provider of the agency?How to use military time for the PTO?How to hide the physician field from the collaboration notes?How to automatically plot notes in the patient's calendar?How to hide the document field details (Date Created, Last Updated, Last Updated By, Locked By, and Locked Date)?How to set the start date of the care problems version 2?How to set the agency's Emergency Preparedness Plan (EPP)?Where to monitor the visit assignment of each discipline?Where to add or update care locations?Where to download a template for uploading a list of care locations?Where to import a list of care locations?Where to add or update certifications?Where to download a template for uploading a list of certifications?Where to import a list of certifications?Where to add or update companies?Where to download a template for uploading a list of companies?Where to import a list of companies?Where to delete patient records?Where to add / update / search disciplines?Where to download a template for uploading a list of disciplines?Where to import a list of disciplines?How to hide inactive disciplines from the list?Where to add or update the Emergency Preparedness Plan library?Where to add / update / delete facility types?Where to mark a facility type as a care location?Why is the facility type not showing in the care location drop down?Where to add / update / delete insurances?Where to download a template for uploading a list of insurances?Where to import a list of insurances?Where to resolve conflicts on insurance?Where to add / update / delete intermediaries?Where to update the level of care info?Where to update/view hospice rates?Where to update/view the wage index?Where to update the level of care period rates?Where to migrate items from different certification periods?How to batch update entry dates for patient documents?Where to add / update/delete market source?Where to download a template for uploading a list of market sources?Where to import a list of market sources?Where to add medication templates?Where to add announcements that would show on the agency's homepage?Where to add / update/delete templates for physician orders and collaboration notes?Where to add or update other contacts?Where to download a template for uploading a list of other contacts?Where to import a list of other contacts?Where to add or update other facilities?Where to download a template for uploading a list of other facilities?Where to import a list of other facilities?Where to add or update pharmacies?Where to download a template for uploading a list of pharmacies?Where to import a list of pharmacies?Where to add / update/search physicians?Where to download a template for uploading a list of physicians?Where to import a list of physicians?How to hide inactive physicians from the list?Where to create a checklist for the QA Staff?Where to reorder items in the QA tools?Where to add / update / search / delete QA tools items?Where to generate a report for all volunteers and admins with their rendered hours?Where to add / update / delete volunteers?Where to download a template for uploading a list of volunteers?Where to import a list of volunteers?Where to set the SMTP settings of the agency?Where to add / update/delete supply items?Where to download a template for uploading a list of supply items?Where to import a list of supply items?Where to add / update/delete items for the symptoms management pathways?Where to download a template for uploading symptoms management pathways?Where to import a list of symptoms management pathways?Where to add / update / delete vendors?Where to add / update / search visit types?Where to download a template for uploading visit types?Where to import a list of visit types?How to require a visit note for a visit type?How to specify if the visit is billed per hour or visit?
Version Control #: DSL2021-2.4
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