Putting It All Together

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

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