Step 3: Profile Management

Academy 

Purpose

To ensure all staff are properly configured for scheduling, payroll, and compliance.

Who Should Complete This Step?

Administrators, HR, coordinators, and schedulers

Staff

Steps:

1. Review Staff-Facing Settings
   • Review: Staff Facing Settings
   • Complete your settings
2. Add new staff members 
   
   • Review the following articles: How to Add a New Staff Member
     Assigning Pay Rates to your Staff Profile

• • Enter Staff Profiles
  • Assign Pay Rates: all field staff will need services authorized and pay rates to schedule.

Update staff status as needed (active/inactive)

• Review article: How to update a staff status change

Best Practices:

• Maintain consistent role-based permissions.
• Regularly audit staff profiles for accuracy.
• Document pay rate changes for payroll traceability.

 

Clients

Purpose:

To set up and maintain accurate client records and care plans.

Steps

1. Review Client-Facing Settings
   • Review the following article: Client Facing Settings
   • Complete the client-facing settings
     
     
2. Review Settings:

1. 1. Review the following articles:  Client Dashboard at a Glance,
      How to Add a New Client, How to Enter a Care Plan, How to Add Service Tasks, Client Notes & To Dos

     3.   Add client profile

• Enter client demographics
• Create the care plan
• Add Service tasks
• Use notes and to-do features for ongoing communication
• Update client status as needed: How to Update a Client's Status

Best Practices

• Standardize task lists for consistency across clients
• Keep care plans updated to reflect current needs
• Use notes for audit trails and communication clarity

Next Step: Attend the Authorizations & Scheduling Webinar held every Tuesday at 1:00 est except holidays- Select Here to Join the Webinar