Academy
Prior to meeting with an eCaring Implementation Consultant, please be sure to review the following information. A consultant will work directly with you in completing your site set-up.
Tenant Setup and System Configuration
Purpose
To configure foundational system settings required before operational use.
Who should complete these steps?
System administrators who are responsible for the initial setup.
Steps
- Update Office Details
- Review: How to Update Your Office Details
- Enter agency name, contact info, and operational settings.
- Configure Financial Settings
- Review: How to Set Your Financial Settings
Travel Time and Mileage Agency Settings - Set billing structure
- Define pay periods and accounting preferences
- Review: How to Set Your Financial Settings
- Set Up Payroll File Configuration
- Coordinate with your consultant or reach out to support
- Add Services
- Review: How to Enter Services
- Define service offerings
- Add Payors
- Review: How to Add a Payor
- How to Assign Services and Rates
- Input insurance/private pay sources
- Associate services and rates
Best Practices
- Validate all financial settings before proceeding to Staff Profiles.
- Standardize naming conventions for services and payors.
- Double-check rate assignments to avoid billing errors later.
Next Step:
Attend the Profile Management Webinar and review the Profile Management Resources
Profile Management Webinar is held every Monday (except holidays) at 1:00 est- Select Here to Join the Webinar