--- title: Clients | Help Center description: Everything client related. Includes service authorizations and care plans. --- [Skip to content](https://knowledge.billiyo.com/knowledge/clients#main-content) English Show submenu for translations [![LOGO BLUE.png\]](https://knowledge.billiyo.com/hs-fs/hubfs/LOGO%20BLUE.png?height=40&name=LOGO%20BLUE.png)](https://billiyo.com/) Open main navigation Close main navigation - English Show submenu for translations - [Portal Login](https://billiyo.com/App/security/signin.aspx) [Portal Login](https://billiyo.com/App/security/signin.aspx) Looking for something specific? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.billiyo.com/knowledge) 2. [Clients](https://knowledge.billiyo.com/knowledge/clients) # Clients Everything client related. Includes service authorizations and care plans. ## Profile related info - [Add Client](https://knowledge.billiyo.com/knowledge/add-client) - [Adding and Managing a Diagnosis Code](https://knowledge.billiyo.com/knowledge/add-diagnosis) - [Client Status](https://knowledge.billiyo.com/knowledge/client-statuses) - [Client Medication in Client Profile](https://knowledge.billiyo.com/knowledge/client-medication-in-client-profile) - [Add Medication](https://knowledge.billiyo.com/knowledge/add-medication) - [Add/Edit Caregiver through Client Profile](https://knowledge.billiyo.com/knowledge/add-care-takers-to-a-client) - [Advanced Directives (Client Profile)](https://knowledge.billiyo.com/knowledge/advance-directive) - [Alternate Residences](https://knowledge.billiyo.com/knowledge/alternate-residences) - [Client Checklist](https://knowledge.billiyo.com/knowledge/client-checklist) - [View Client](https://knowledge.billiyo.com/knowledge/view-client) - [Incident Reporting](https://knowledge.billiyo.com/knowledge/report-incidents/view-an-incident-report) See less ▼ ## Patient onboarding - [Referral Automation](https://knowledge.billiyo.com/knowledge/referral-automation) - [Patient Onboarding](https://knowledge.billiyo.com/knowledge/patient-onboarding) ## Patient dashboard related info - [Patient Dashboard](https://knowledge.billiyo.com/knowledge/patient-dashboard-1) - [Face to Face Document](https://knowledge.billiyo.com/knowledge/face-to-face-document) - [Advanced Directives (Patient Dashboard)](https://knowledge.billiyo.com/knowledge/advanced-directives) - [Medications](https://knowledge.billiyo.com/knowledge/medications) - [Patient Documents](https://knowledge.billiyo.com/knowledge/patient-documents) - [PDGM](https://knowledge.billiyo.com/knowledge/pdgm) - [Plan of Care](https://knowledge.billiyo.com/knowledge/plan-of-care) - [Hospitalizations](https://knowledge.billiyo.com/knowledge/hospitalizations) - [Patient Dashboard](https://knowledge.billiyo.com/knowledge/patient-dashboard-2) - [Face to Face Encounter](https://knowledge.billiyo.com/knowledge/face-to-face-encounter) - [Hold Status](https://knowledge.billiyo.com/knowledge/hold-status) - [Generating a 485](https://knowledge.billiyo.com/knowledge/generating-a-485) See less ▼ ## Caregiver connection info - [Ending a Client Caregiver Connection (Unassign)](https://knowledge.billiyo.com/knowledge/ending-a-client-caregiver-connection-unassign-) - [Editing Client Caregiver Connections at a Mass Level](https://knowledge.billiyo.com/knowledge/editing-client-caregiver-connections-at-a-mass-level) - [Client Caregiver Connection](https://knowledge.billiyo.com/knowledge/client-caregiver-connection) - [Editing Client Caregiver Connections](https://knowledge.billiyo.com/knowledge/editing-client-caregiver-connections) - [Deleting a Client Caregiver Connection](https://knowledge.billiyo.com/knowledge/deleting-a-client-caregiver-connection) - [Allow Clients to Sign Once for Worked EVV Schedules](https://knowledge.billiyo.com/knowledge/sign-once) - [Caregiver Preferences and Caregiver Matching](https://knowledge.billiyo.com/knowledge/client-and-caregiver-preferences) - [Caregiver Connection: Procedure Code Set Up](https://knowledge.billiyo.com/knowledge/why-arent-my-caregiver-connection-edits-working) - [Restrict late punches for specific employees](https://knowledge.billiyo.com/knowledge/restrict-late-punches-for-specific-employee) - [Geo-Tracking and EVV (Electronic Visit Verification)](https://knowledge.billiyo.com/knowledge/geo-tracking-and-evv) See less ▼ ## Service authorization info - [Temporary Service Authorizations](https://knowledge.billiyo.com/knowledge/temporary-service-authorizations) - [Service Authorizations: Strict Monthly Usage](https://knowledge.billiyo.com/knowledge/service-authorizations-strict-monthly-usage) - [Add/View NPI & Taxonomy](https://knowledge.billiyo.com/knowledge/add-1) - [Add/View SA](https://knowledge.billiyo.com/knowledge/add-view-sa) - [Replace Service Authorizations](https://knowledge.billiyo.com/knowledge/add-new-service) - [Service Authorization Warning and Error Messages](https://knowledge.billiyo.com/knowledge/service-auth-messages) - [Automated Care Plan and Schedule Creation](https://knowledge.billiyo.com/knowledge/automatic-schedule-creation) - [Updating a Service Authorization](https://knowledge.billiyo.com/knowledge/updating-a-service-authorization) See less ▼ ## Care plan info - [Add/View/Edit a Care Plan through the Billiyo URL (Portal)](https://knowledge.billiyo.com/knowledge/add) - [Care Plan Outcomes](https://knowledge.billiyo.com/knowledge/outcomes-caregiver) ## Recalibrate client location - [Recalibrate a Client's Location](https://knowledge.billiyo.com/knowledge/recalibrate-client-location) ## User accounts & client portal - [Client Portal: Client Caregiver Configurations](https://knowledge.billiyo.com/knowledge/caregiver-set-up-for-client-portal) - [Client Portal](https://knowledge.billiyo.com/knowledge/client-portal) ## Client eligibility - [Client Eligibility](https://knowledge.billiyo.com/knowledge/client-eligibility) ## Q and A - [Q & A CRM](https://knowledge.billiyo.com/knowledge/qacrm) ## Deleting Client Documents - [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/deleting-client-documents) ## Services Tab - [Client Services Tracking by Requested Services and Procedure Code](https://knowledge.billiyo.com/knowledge/client-services-tracking-by-procedure-code) ## Client Onboarding Application - [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/client-onboarding-application) - [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started#main-content) - [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started#onboarding-trainings) - [Clients](https://knowledge.billiyo.com/knowledge/clients#main-content) - [Profile related info](https://knowledge.billiyo.com/knowledge/clients#profile-related-info) - [Patient onboarding](https://knowledge.billiyo.com/knowledge/clients#patient-onboarding) - [Patient dashboard related info](https://knowledge.billiyo.com/knowledge/clients#patient-dashboard-related-info) - [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients#caregiver-connection-info) - [Service authorization info](https://knowledge.billiyo.com/knowledge/clients#service-authorization-info) - [Care plan info](https://knowledge.billiyo.com/knowledge/clients#care-plan-info) - [Recalibrate client location](https://knowledge.billiyo.com/knowledge/clients#recalibrate-client-location) - [User accounts & client portal](https://knowledge.billiyo.com/knowledge/clients#user-accounts-client-portal) - [Client eligibility](https://knowledge.billiyo.com/knowledge/clients#client-eligibility) - [Q and A](https://knowledge.billiyo.com/knowledge/clients#q-and-a) - [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/clients#deleting-client-documents) - [Services Tab](https://knowledge.billiyo.com/knowledge/clients#services-tab) - [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/clients#client-onboarding-application) - [Employee](https://knowledge.billiyo.com/knowledge/employee#main-content) - [Profile related items](https://knowledge.billiyo.com/knowledge/employee#profile-related-items) - [User account info](https://knowledge.billiyo.com/knowledge/employee#user-account-info) - [Payroll info](https://knowledge.billiyo.com/knowledge/employee#payroll-info) - [Employee Hours Summary](https://knowledge.billiyo.com/knowledge/employee#employee-hours-summary) - [Expense info](https://knowledge.billiyo.com/knowledge/employee#expense-info) - [Request app user's location](https://knowledge.billiyo.com/knowledge/employee#request-app-users-location) - [Caregiver app info](https://knowledge.billiyo.com/knowledge/employee#caregiver-app-info) - [Clinical app info](https://knowledge.billiyo.com/knowledge/employee#clinical-app-info) - [Telephony](https://knowledge.billiyo.com/knowledge/employee#telephony) - [Caregiver dashboard](https://knowledge.billiyo.com/knowledge/employee#caregiver-dashboard) - [Employee onboarding URL](https://knowledge.billiyo.com/knowledge/employee#employee-onboarding-url) - [Q and A](https://knowledge.billiyo.com/knowledge/employee#q-and-a) - [Mobile apps](https://knowledge.billiyo.com/knowledge/employee#mobile-apps) - [Deleting Employee Documents](https://knowledge.billiyo.com/knowledge/employee#deleting-employee-documents) - [Employee Services Tracking](https://knowledge.billiyo.com/knowledge/employee#employee-services-tracking) - [Reset Password](https://knowledge.billiyo.com/knowledge/employee#reset-password) - [Scheduling & Timesheets](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#main-content) - [Scheduling related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#scheduling-related-info) - [Schedules approval related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#schedules-approval-related-info) - [Electronic timesheet info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#electronic-timesheet-info) - [Manual timesheet Info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#manual-timesheet-info) - [Manual clock in/out info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#manual-clock-in-out-info) - [Q and A](https://knowledge.billiyo.com/knowledge/scheduling-timesheets#q-and-a) - [Clinical & Documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation#main-content) - [Service verification](https://knowledge.billiyo.com/knowledge/clinical-documentation#service-verification) - [Clinical forms info](https://knowledge.billiyo.com/knowledge/clinical-documentation#clinical-forms-info) - [Nursing visit](https://knowledge.billiyo.com/knowledge/clinical-documentation#nursing-visit) - [PDN info](https://knowledge.billiyo.com/knowledge/clinical-documentation#pdn-info) - [Progress note](https://knowledge.billiyo.com/knowledge/clinical-documentation#progress-note) - [Vitals log](https://knowledge.billiyo.com/knowledge/clinical-documentation#vitals-log) - [Health analysis](https://knowledge.billiyo.com/knowledge/clinical-documentation#health-analysis) - [eMar info](https://knowledge.billiyo.com/knowledge/clinical-documentation#emar-info) - [OASIS submissions](https://knowledge.billiyo.com/knowledge/clinical-documentation#oasis-submissions) - [Skilled patient task flow](https://knowledge.billiyo.com/knowledge/clinical-documentation#skilled-patient-task-flow) - [QA QI info](https://knowledge.billiyo.com/knowledge/clinical-documentation#qa-qi-info) - [Patient Dashboard](https://knowledge.billiyo.com/knowledge/clinical-documentation#patient-dashboard) - [Physician orders](https://knowledge.billiyo.com/knowledge/clinical-documentation#physician-orders) - [Upload documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation#upload-documents-info) - [QP visit documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation#qp-visit-documentation) - [Digitalized documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation#digitalized-documents-info) - [Q and A](https://knowledge.billiyo.com/knowledge/clinical-documentation#q-and-a) - [Medication](https://knowledge.billiyo.com/knowledge/clinical-documentation#medication) - [Claims & Invoices](https://knowledge.billiyo.com/knowledge/claims-invoices#main-content) - [Claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices#claim-related-info) - [Invoice related info](https://knowledge.billiyo.com/knowledge/claims-invoices#invoice-related-info) - [EVV claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices#evv-claim-related-info) - [Claim Detail Report info](https://knowledge.billiyo.com/knowledge/claims-invoices#claim-detail-report-info) - [Denial Analysis Report info](https://knowledge.billiyo.com/knowledge/claims-invoices#denial-analysis-report-info) - [Electronic Remittance info](https://knowledge.billiyo.com/knowledge/claims-invoices#electronic-remittance-info) - [Q and A](https://knowledge.billiyo.com/knowledge/claims-invoices#q-and-a) - [Service Verification Failed](https://knowledge.billiyo.com/knowledge/claims-invoices#service-verification-failed) - [Reporting](https://knowledge.billiyo.com/knowledge/reporting#main-content) - [Dashboards info (excluding "Caregiver Dashboard")](https://knowledge.billiyo.com/knowledge/reporting#dashboards-info-excluding-caregiver-dashboard) - [Contact Masters](https://knowledge.billiyo.com/knowledge/reporting#contact-masters) - [ServiceAuth](https://knowledge.billiyo.com/knowledge/reporting#serviceauth) - [LEIE](https://knowledge.billiyo.com/knowledge/reporting#leie) - [Balance And Aging](https://knowledge.billiyo.com/knowledge/reporting#balance-and-aging) - [Batch Detail](https://knowledge.billiyo.com/knowledge/reporting#batch-detail) - [Late/Missed Schedule](https://knowledge.billiyo.com/knowledge/reporting#late-missed-schedule) - [Dynamic Report](https://knowledge.billiyo.com/knowledge/reporting#dynamic-report) - [Cost Report](https://knowledge.billiyo.com/knowledge/reporting#cost-report) - [Financial Reports](https://knowledge.billiyo.com/knowledge/reporting#financial-reports) - [Q and A](https://knowledge.billiyo.com/knowledge/reporting#q-and-a) - [Download Documents](https://knowledge.billiyo.com/knowledge/reporting#download-documents) - [Settings & Setup](https://knowledge.billiyo.com/knowledge/settings-setup#main-content) - [Billiyo subscription info](https://knowledge.billiyo.com/knowledge/settings-setup#billiyo-subscription-info) - [Company settings info](https://knowledge.billiyo.com/knowledge/settings-setup#company-settings-info) - [Surveyor user account info](https://knowledge.billiyo.com/knowledge/settings-setup#surveyor-user-account-info) - [Service type management info](https://knowledge.billiyo.com/knowledge/settings-setup#service-type-management-info) - [Q and A](https://knowledge.billiyo.com/knowledge/settings-setup#q-and-a) - [Basic Company Information](https://knowledge.billiyo.com/knowledge/settings-setup#basic-company-information) - [Communication & Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks#main-content) - [Chat](https://knowledge.billiyo.com/knowledge/communication-tasks#chat) - [Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks#tasks) - [Mass communications](https://knowledge.billiyo.com/knowledge/communication-tasks#mass-communications) - [Reconciling eFax](https://knowledge.billiyo.com/knowledge/communication-tasks#reconciling-efax) - [View Fax](https://knowledge.billiyo.com/knowledge/communication-tasks#view-fax) - [Patient Dashboard Communications](https://knowledge.billiyo.com/knowledge/communication-tasks#patient-dashboard-communications) - [Employee Communications](https://knowledge.billiyo.com/knowledge/communication-tasks#employee-communications) - [Product Updates](https://knowledge.billiyo.com/knowledge/product-updates#main-content) - [Product updates](https://knowledge.billiyo.com/knowledge/product-updates#product-updates) - [Electronic Visit Verification (EVV)](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv#main-content) - [Minnesota (MN) EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv#minnesota-mn-evv) - [Review EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv#review-evv) - [More](https://knowledge.billiyo.com/knowledge/more#main-content) - [Company](https://knowledge.billiyo.com/knowledge/more#company) - [User Account](https://knowledge.billiyo.com/knowledge/more#user-account) - [Product Updates](https://knowledge.billiyo.com/knowledge/more#product-updates) - 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