Site Settings

Site Settings - Appointment Status
7. Site Settings 'Site Settings’ allows users to make changes that will be reflected throughout the entire system by editing or creating new options/fi...
Sat, Nov 19, 2022 at 5:05 PM
Site Settings - Client Communication Type
Client Communication Type ‘Log Type’ is used as a setting to define log types in the system.  Click on the drop-down as indicated by the arrow: ...
Tue, Apr 5, 2022 at 1:24 PM
Site Settings - Credentials/Qualification Settings
Credentials/Qualification Settings Credential/Qualification settings will allow organizations to map the required credentials, clearance levels, qualifi...
Sat, Nov 19, 2022 at 5:07 PM
Site Settings - Leave Type
Leave Type This option allows administrators to establish types of Leaves that will be available for staff use. i.e. ‘Full Day’ or ‘Half Day’ etc. T...
Sat, Nov 19, 2022 at 6:22 PM
Site Settings - Manage Rate Table
Manage Rate Table ‘Manage Rate Table,’ as the name suggests, manages the rate of the type for service of a particular funding source. To add a rate ...
Sat, Nov 19, 2022 at 6:24 PM
Site Settings - Manage Site Properties
Manage Site Properties In ‘Manage Site Properties,’ users can create a default or main Site/Facility. To establish a site, select the appropriate di...
Sat, Nov 19, 2022 at 6:28 PM
Site Settings - Pay Period
Pay Period ‘Pay Period’ allows users to set the duration of each pay period, and now the users can also delete the pay periods from their end! Below...
Mon, Aug 1, 2022 at 4:52 PM
Site Settings - Provider Note Services
Provider Note Services This option allows users to enter any notes that will be reflected in the system under ‘Notes'. To add a new note, click ...
Sat, Nov 19, 2022 at 6:31 PM
Site Settings - Provider Note Status
Provider Note Status This option allows users to create a desired ‘Note Status’ to be reflected throughout the system.  To create a new note status, cl...
Tue, Apr 5, 2022 at 1:24 PM
Site Settings - Service Type
Service Type This option in settings allows users to add a service type to the system and define the earning code associated with the service. To ad...
Thu, Dec 15, 2022 at 1:43 PM