Implementation Step 1: Tenant Setup
These resources will help you complete the initial setup of your tenant following your kickoff meeting with your Implementation Consultant. Each resource provides step-by-step instructions and best practice recommendations to guide you through the required configuration tasks.
1. Log in to your eCaring Site and review materials to become familiar with your site
2. Update Your Office Details
- Review the article and complete your office details: How to Update Your Office Details
3. Set up your financial settings
- Review the article and complete: How to Set Your Financial Settings
- Review the article and complete: How to Manage Vacation and Sick Time
- Review the article and complete: Holiday and Differential Pay
- Review the article and complete: How to Set up Travel Time and Mileage
4. With the assistance of Support or your Implementation Consultant, configure your payroll file
5. Add Services
- Review the article and add your services: How to Add Services
6. Add Tasks
- Review the article and create your task list: How to Create and Manage Service Tasks
7. Add Payors and Assign Service Rates
- Review and complete your Payors and Assign Service Rates for all payors: How to Add Payors
8. Update your profile
- Review the article and update your profile: How to Edit a Staff Profile
Next Steps:
- Attend the Profile Management Training Session with your Implementation Consultant