Manage Lists

Employee Related

  • Employee Level
    • classification of employee levels in your organization
    • system access levels are not controlled by this level
    • e.g. basic, zone supervisor
  • Employee Pay Class
    • classification of payroll pay class for employees
    • e.g. non-exempt, exempt
  • Employee Skill
    • classification of employee skills related to servicing patients
    • required if you use payor authorizations
    • e.g. registered nurse (RN), licensed practical nurse (LPN)

Patient/Authorization Related

  • Activity
    • classification of Payor related services/activities/cpt codes/activity codes - required if you use payor authorizations
    • e.g. < need examples >
  • Payor
    • name of Payors - required if you use payor authorizations
    • e.g. Medicare, Private Insurance
  • Pay Type
    • classification of payment types by Payor to agency
    • e.g. < need examples>
  • Service Item
    • classification of Payor related services
    • e.g. < need examples >
  • Custom Prompts
    • specific visit related activities that employees must select from at clock in or clock out
    • define and determine order of answers at Manage Lists module
    • determine order of answers at the job module
    • you can add up-to 5 prompts

Employee Tracking Related

  • Tasks
    • tasks that will be visible to employee when they access the mobile application for charting
    • change to task list will be reflected in the mobile application
  • Observations
      • tasks that will be visible to employee when they access the mobile application for charting
      • change to task list will be reflected in the mobile application
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