Clients

Client Intake

Quick Add a Client

Upload Profile Picture for a Client

Add Additional Service Locations

Add Care Delivery

Add Care Period

Add Client Goals and Outcomes

Add Client to a Location

Add Client Pay Rates

Add a Responsible Party

Add Service Agreement

Additional Info Tab

Assign Attendance Location

Care Tab

Check Eligibility Manually

Client Billing Setup

Client Override Feature

Create a Care Team

Designate a Live-In Caregiver

Interim Service Agreements

Overlapping Service Agreements

Private Pay Client Setup

Set Up Skilled Services

Add and Administer Medication (eMAR)

Create an OASIS Form

Medical Info Tab

Complete a QP Aide Supervision Form

Create an IAPP

Discharge a Client

Discharge Summary Form

Incident Reporting

Mark Client as Hospitalized

Readmit a Client After Hospitalization

Recertification

Add Client Documents

Apply a Payment Towards a Client's Balance

Download Mailing Labels for Clients

Increase Client Balance

Minnesota PCA Billable Travel Time

Reset Client PIN

View a Case Manager's Case Load

View and Print Care History