Step 3: Authorizations, Scheduling & the Mobile App
Once your payors have been configured and your profiles have been created, you're ready to begin entering client authorizations and building schedules. This section also includes resources to help train your field staff on using the mobile app, ensuring they are prepared to complete visits, document care, and manage their schedules effectively.
Once you have completed your training session on Authorizations, Scheduling, and the Mobile App, use the resources in this section to reinforce your training. These Knowledge Base articles provide step-by-step instructions, troubleshooting tips, and best practices to help you confidently manage authorizations, schedules, and support your field staff.
1. Enter Authorizations:
- Review the Authorization articles and begin entering your client authorizations. Note: Even Private Pay clients will need an authorization to schedule. How to Add an Authorization, How to Edit an Authorization, How to Create a Custom Private Pay Rate
2. Enter Schedules:
- Review the articles on scheduling and enter client schedules from the Go-Live date forward: How to Add a Recurring Schedule to an Existing Authorization, How to Add Authorizations & Recurring Schedules, How to Fill an Open Shift, Why Can't I add a Filed Staff to a Client's Schedule?
Mobile App
1. Review App Facing Settings
- Review the article and complete the settings: Mobile App Facing Settings
2. Invite staff to use the mobile app
- Review the article on how to send the mobile invite: How to Send Mobile App Invites
3. Notify staff that the invite is coming and send helpful training resources
- Review the helpful resources on the app and send the article links you feel will be helpful: How to Sign-up and Download the eCaring Mobile App, How to Use the eCaring App, How to Complete a Shift-Video, eCaring, eCaring Mobile App Overview
- Review helpful Admin Office materials by visiting the Mobile App page: Mobile App Resources