Onboarding Trainings
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      Putting It All Together

      Now that you've finished training, let's recap the processes from start to finish.



      Order of Operations:
      1. Add Employees
      2. Create User Accounts for Employees
      3. Add Clients
      4. Connect Caregivers and Clients
      5. Add Service Authorizations
      6. Create Care Plans
      7. Create Schedules
      8. Enter Manual (Paper) Timesheets
      9. Approve Schedules
      10. Generate Electronic Timesheets
      11. Generate Claims
      12. Check the Batch Detail Report
      13. Check the Claim Detail Report