Administration

Explore the Administration section to configure your Agency’s core settings, manage users and permissions, and customize features to support your workflows. These topics cover everything from setting up service lines and care templates to managing payers, roles, imports/exports, and compliance-related configurations.

Agency Communications

Add a Service Line

Minnesota Set Up CFSS Consultation Services

Minnesota Transition from PCA to CFSS

Private Pay Agency Setup

Administration Masters Feature

Activate Community Feature

Add A New Care Document or Care Delivery Template

Create Fillable PDF Documents

Document Signatures

Masters Add Medication Feature

Masters Allergies Feature

Masters Companies Feature

Masters Configurations

Masters Contracts Feature

Master Custom Fields Feature

Masters Diagnosis Codes Features

Masters Distribution Lists

Masters Document Types

Masters Event Feature

Masters Field Codes & Values Feature

Masters Forms Feature

Masters Holidays Feature

Masters Non-Billable Time and Rates Features

Masters Payers Feature

Masters Physician Feature

Masters Postal Codes

Masters Preferences Feature

Masters Questions Feature

Masters Report Permission Feature

Masters Transaction Types Feature

Masters Wage Category Feature

Manage Contacts Feature

Manage Exports Feature

Manage Imports Feature

Manage Roles Feature

Manage Users Feature

Update Employee Payrates in Bulk

DSS Task Management Setup

Labels Customization

Minnesota EVV Safe at Home

Push Notifications

View Service Codes

Custom Definitions

View Service Definitions