Auto-Generated Tasks

This article provides details and defaults for tasks that are auto-generated based on specific actions.

Within the task manager built into Billiyo, there are several tasks that are automatically generated based on specific actions. 

Below is a list of tasks that are auto-generated, click on each to learn more:

New Referral For Review
Assign Admission Visit
Missing Face to Face
New Incident Report For Review
You have a new Medicare patient requiring a NOA submission
New Care Taker Evaluation For Review
{Document Type} Document For Review

Supervisory Visit Generated

Caregiver Evaluation Due

Assign Subsequent Visits

Audit the Assessment

Patient Recertification

Order 485 For Review

Waiver Services meeting

Approve the Location

Signed Document Received

Audit the Assessment with Supervision

New Trackable License


New Referral For Review

Generated when

A new patient is added from the onboarding page.

CRM > Patient Onboarding
Task due date 3 days after task was generated
Assigned to specific user No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN

 

Super User (HH)
Supervisor (HH)
Director of Nursing (HH)
Client and Emp Rel (HH)
Super User (P)
Supervisor (P)
Client and Emp. Relations

 


Assign Admission Visit

Generated when A client/patient's status is updated from Pre-Admission to Pending Admission.
Task due date 3 days after task was generated
Assigned to specific user No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN

 

Super User (HH)
Client and Emp Rel (HH)
Super User (P)
Client and Emp. Relations

 


Missing Face to Face

Generated when

When Medicare Traditional Fee For Service is chosen as the Payer in the patient onboarding page, and a face to face was not uploaded during step 2 (contact type physician).

CRM > Patient Onboarding
Task due date 5 days after task was generated
Assigned to specific user No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN
Super User (HH)
Supervisor (HH)
Super User (P)
Supervisor (P)

 


New Incident Report For Review

Generated when When an incident report is created via a mobile app.
Task due date 3 days after task was generated
Assigned to specific user No

Default assigned to roles

  H = Home Care (Non Skilled)
A = Day Services
HME = DME/HME
HH = Home Health (Skilled)
P = PDN

 

Super User
Super User (H)
Supervisor (H)
Qualified Prof. (H)
Super User (A)
Supervisor (A)
Qualified Prof. (A)
Super User (HME)
Super User (HH)
Supervisor (HH)
QP (Nurses, CM, SW) (HH)
Qualified Prof. (H) Enhanced
Super User (P)
Supervisor (P)
Qualified Prof. (P)
QP Enhanced (HH)

 


You have a new Medicare patient requiring a NOA submission

Generated when A new Medicare patient requires an NOA submission.
Task due date 5 days after task was generated
Assigned to specific user No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN
Super User (HH)
Account Receivable (HH)
Super User (P)
Account Receivable (P)

 


New Care Taker Evaluation For Review

Generated when A caregiver evaluation has been completed in the clinical app.
Task due date 3 days after the task was generated
Assigned to a specific user No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN
Super User (HH)
Supervisor (HH)
Client and Emp Rel (HH)
Super User (P)
Supervisor (P)
Client and Emp. Relations

 


{Document Type} Document For Review

{Document Type} will be replaced with the name of the document.

Generated when A document is added from a mobile app.
Task due date 3 days after the task was generated
Assigned to a specific user No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN
Super User (HH)
Supervisor (HH)
Super User (P)

Supervisor (P)

 

Supervisory Visit Generated

Generated when

When a User Completes a Supervisory Visit

Task due date 3 days after the task was generated
Assigned to a specific user No

Default assigned to roles

H = Home Care (Non Skilled)
HH = Home Health (Skilled)
P = PDN

Super User (H)

Super User (HH)

Super User (P)

QA and QI (HH)

 

Caregiver Evaluation Due

Generated when

When a Caregiver Evaluation is Due based on Company Setting Configurations

Task due date  3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

H = Home Care (Non Skilled)
HH = Home Health (Skilled)
P = PDN

Super User (H)

Super User (HH)

Qualified Professional Enhanced (H)

Qualified Professional (P)

 

Assign Subsequent Visits

Generated when SOC RN visit changes from entered to worked status
Task due date

 3 days after the task was generated

Assigned to a specific user  No

Default assigned to roles


HH = Home Health (Skilled)

Super User (HH)
Client and Emp Rel (HH)

 

Audit the Assessment

Generated when

Assessment has been completed in the Clinical Application

Task due date 3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

HH = Home Health (Skilled)

Super User (HH)
QA and QI (HH)

 

Patient Recertification

Generated when  Patient Recertification is Due
Task due date 3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

HH = Home Health (Skilled)

 

Super User (HH)

 

Order 485 For Review

Generated when  A 485 has been generated by a User completion of Assessment
Task due date  3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

HH = Home Health (Skilled)

Super User (HH)

Client and Employee Relations HH)

 

Waiver Services meeting

Generated when  A Waiver Services meeting is due based on Company Settings Configuration
Task due date  3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

H = Home Care (Non Skilled)
HH = Home Health (Skilled)
P = PDN

Super User (H)

Super User (HH)

Super User (P)
Supervisor (H)

Supervisor (HH)

Supervisor (P)

Client Employee Relations (H)

Client Employee Relations (HH)

Client Employee Relations (P)

Qualified Professional (H)

Qualified Profession (HH)

Queslified Profession (P)

 

Approve the Location

Generated when A Caregiver has Shared their location while using the Request Location Feature
Task due date   3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

H = Home Care (Non Skilled)
HH = Home Health (Skilled)
P = PDN

Super User (H)

Super User (HH)

Super User (P)
Supervisor (H)

Supervisor (HH)

Supervisor (P)

Client Employee Relations (H)

Client Employee Relations (HH)

Client Employee Relations (P)

 

Signed Document Received

Generated when A Document that was sent out for Signature has come back signed
Task due date   3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN

Super User (HH)

Super User (P)

Supervisor (HH)

Supervisor (P)

 

Audit the Assessment with Supervision

Generated when A User Completes a SN subsequent Visit Note that Included the Supervision Section
Task due date   3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

HH = Home Health (Skilled)
P = PDN

Super User H)

Super User (P)

QA and QI (HH)

 

New Trackable License

Generated when A User Uploads a New Trackable License
Task due date   3 days after the task was generated
Assigned to a specific user  No

Default assigned to roles

H = Home Care (Non Skilled
HH = Home Health (Skilled)
P = PDN

 Super User (H)

Super User (HH)

Super User (P)

Supervisor (H)

Supervisor (HH)

QA and QI (HH)

 

 

To Customize the Roles that you would like to Receive these Notifications, go to Company Settings in the More Tab under Company and Click on the Notification Configurations Tab.