--- title: Putting It All Together description: Now that you've finished training, let's recap the processes from start to finish. --- [Skip to content](https://knowledge.billiyo.com/knowledge/putting-it-all-together#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?hsLang=en) 2. [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en) 3. [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#onboarding-trainings) # Putting It All Together ## Now that you've finished training, let's recap the processes from start to finish. ![](https://fast.wistia.com/embed/medias/g4sc1seiv4/swatch) Order of Operations: 1. [Add Employees](https://knowledge.billiyo.com/knowledge/add-employee?hsLang=en) 2. [Create User Accounts for Employees](https://knowledge.billiyo.com/knowledge/add-user-account?hsLang=en) 3. [Add Clients](https://knowledge.billiyo.com/knowledge/add-a-new-client?hsLang=en) 4. [Connect Caregivers and Clients](https://knowledge.billiyo.com/knowledge/add-new-care-taker?hsLang=en) 5. [Add Service Authorizations](https://knowledge.billiyo.com/knowledge/add-new-service-authorization?hsLang=en) 6. [Create Care Plans](https://knowledge.billiyo.com/knowledge/add?hsLang=en) 7. [Create Schedules](https://knowledge.billiyo.com/knowledge/new-scheduling?hsLang=en#create) 8. [Enter Manual (Paper) Timesheets](https://knowledge.billiyo.com/knowledge/process-timesheet?hsLang=en) 9. [Approve Schedules](https://knowledge.billiyo.com/knowledge/schedule-approval?hsLang=en) 10. [Generate Electronic Timesheets](https://knowledge.billiyo.com/knowledge/generate-e-timesheet?hsLang=en) 11. [Generate Claims](https://knowledge.billiyo.com/knowledge/send-claims?hsLang=en) 12. [Check the Batch Detail Report](https://knowledge.billiyo.com/knowledge/batch-detail-report?hsLang=en) 13. [Check the Claim Detail Report](https://knowledge.billiyo.com/knowledge/claim-detail-report?hsLang=en) - [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#main-content) - [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#onboarding-trainings) - [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#main-content) - [Profile related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#profile-related-info) - [Patient onboarding](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-onboarding) - [Patient dashboard related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-dashboard-related-info) - [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#caregiver-connection-info) - [Service authorization info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#service-authorization-info) - [Care plan info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#care-plan-info) - [Recalibrate client location](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#recalibrate-client-location) - [User accounts & client portal](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#user-accounts-client-portal) - [Client eligibility](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-eligibility) - [Q and A](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#q-and-a) - [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#deleting-client-documents) - [Services Tab](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#services-tab) - [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-onboarding-application) - [Employee](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#main-content) - [Profile related items](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#profile-related-items) - [User account info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#user-account-info) - [Payroll info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#payroll-info) - [Employee Hours Summary](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-hours-summary) - [Expense info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#expense-info) - [Request app user's location](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#request-app-users-location) - [Caregiver app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-app-info) - [Clinical app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#clinical-app-info) - [Telephony](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#telephony) - [Caregiver dashboard](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-dashboard) - [Employee onboarding URL](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-onboarding-url) - [Q and A](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#q-and-a) - [Mobile apps](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#mobile-apps) - [Deleting Employee Documents](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#deleting-employee-documents) - [Employee Services Tracking](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-services-tracking) - [Reset Password](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#reset-password) - [Scheduling & Timesheets](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#main-content) - [Scheduling related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#scheduling-related-info) - [Schedules approval related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#schedules-approval-related-info) - [Electronic timesheet info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#electronic-timesheet-info) - [Manual timesheet Info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-timesheet-info) - [Manual clock in/out info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-clock-in-out-info) - [Q and A](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#q-and-a) - [Clinical & Documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#main-content) - [Service verification](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#service-verification) - [Clinical forms info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#clinical-forms-info) - [Nursing visit](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#nursing-visit) - [PDN info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#pdn-info) - [Progress note](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#progress-note) - [Vitals log](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#vitals-log) - [Health analysis](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#health-analysis) - [eMar info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#emar-info) - [OASIS submissions](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#oasis-submissions) - [Skilled patient task flow](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#skilled-patient-task-flow) - [QA QI info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qa-qi-info) - [Patient Dashboard](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#patient-dashboard) - [Physician orders](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#physician-orders) - [Upload documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#upload-documents-info) - [QP visit documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qp-visit-documentation) - [Digitalized documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#digitalized-documents-info) - [Q and A](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#q-and-a) - [Medication](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#medication) - [Claims & Invoices](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#main-content) - [Claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-related-info) - [Invoice related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#invoice-related-info) - [EVV claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#evv-claim-related-info) - [Claim Detail Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-detail-report-info) - [Denial Analysis Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#denial-analysis-report-info) - [Electronic Remittance info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#electronic-remittance-info) - [Q and A](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#q-and-a) - [Service Verification Failed](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#service-verification-failed) - [Reporting](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#main-content) - [Dashboards info (excluding "Caregiver Dashboard")](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dashboards-info-excluding-caregiver-dashboard) - [Contact Masters](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#contact-masters) - [ServiceAuth](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#serviceauth) - [LEIE](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#leie) - [Balance And Aging](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#balance-and-aging) - [Batch Detail](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#batch-detail) - [Late/Missed Schedule](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#late-missed-schedule) - [Dynamic Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dynamic-report) - [Cost Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#cost-report) - [Financial Reports](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#financial-reports) - [Q and A](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#q-and-a) - [Download Documents](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#download-documents) - [Settings & Setup](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#main-content) - [Billiyo subscription info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#billiyo-subscription-info) - [Company settings info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#company-settings-info) - [Surveyor user account info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#surveyor-user-account-info) - [Service type management info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#service-type-management-info) - [Q and A](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#q-and-a) - [Basic Company Information](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#basic-company-information) - [Communication & Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#main-content) - [Chat](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#chat) - [Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#tasks) - [Mass communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#mass-communications) - [Reconciling eFax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#reconciling-efax) - [View Fax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#view-fax) - [Patient Dashboard Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#patient-dashboard-communications) - [Employee Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#employee-communications) - [Product Updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#main-content) - [Product updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#product-updates) - [Electronic Visit Verification (EVV)](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#main-content) - [Minnesota (MN) EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#minnesota-mn-evv) - [Review EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#review-evv) - [More](https://knowledge.billiyo.com/knowledge/more?hsLang=en#main-content) - [Company](https://knowledge.billiyo.com/knowledge/more?hsLang=en#company) - [User Account](https://knowledge.billiyo.com/knowledge/more?hsLang=en#user-account) - [Product Updates](https://knowledge.billiyo.com/knowledge/more?hsLang=en#product-updates) - [Mobile Apps](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#main-content) - [Billiyo for Caregiver App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-caregiver-app) - [Billiyo Clinical App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-clinical-app) - [Billiyo for Adult Day Care App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-adult-day-care-app) - [CRM](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#main-content) - [Service Auths](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#service-auths) - [Dashboards](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#main-content) - [Document Hub](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#document-hub) - [Adult Day Care](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#main-content) - [Adult Daycare App](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#adult-daycare-app) [![Chill listening crop-3](https://knowledge.billiyo.com/hs-fs/hubfs/BilliyoLogo.png?width=55&height=55&name=BilliyoLogo.png "Chill listening crop-3")](http://billiyo.com) Billiyo Help Center Copyright © 2026, Billiyo Health Inc.