Recalibrate a Client's Location

If a client's address is displaying incorrectly on map views, use the recalibrate client location function to update it.


Table of Contents


Quick Notes

  • This feature should be used if the client's address does not display in the correct location within maps on the web portal or mobile apps.
  • Recalibrating client location is performed with employees who are on-site at the client's home, through the use of our mobile apps — Billiyo Caregiver or Billiyo Clinical.
  • Before taking the steps within this article, please call the client to confirm that the employee is with them in their home to ensure their address location is properly updated.


Requesting a Client Location Recalibration

When a client's address is appearing incorrectly on map views within the Billiyo system, the client's address can be recalibrated. 

To access the recalibration feature, in the left menu navigate to:

CRM > Clients > View Clients


Within this page, locate the client whose address needs to be recalibrated. Then, click on the icon within the "Action" column and select "Recalibrate Client Location". 


After clicking on the "Recalibrate Client Location" action, a pop-up will appear. On it, the names of all employees who have been connected to the client will display.

Locate the line that contains the name of the employee with whom the recalibration is going to be completed with, and click on the "Recalibrate With This User" button.


Upon doing so, a success message should appear and the employee receives a notification to share their location.

 

Completing a Location Recalibration Request

Location recalibration can be done with either of our current mobile apps — Billiyo Caregiver or Billiyo Clinical

Once client location recalibration has been requested, the employee that was chosen to recalibrate with receives an in-app notification.


This notification is also visible within the "Notifications" section, found by going to:

More > Notifications


Touching on the notification triggers a location share confirmation pop-up to launch. Within it, the client and employee should confirm that the pinpoint is showing in the correct location on the map. 

After confirming, the client signs in the "Patient Signature" field at the bottom and the employee completes the recalibration by touching on the "Share" button. 


If the submission is successful, the employee will see a success message that can be closed by touching on "OK".


The address recalibration is complete and map views within the Billiyo system will display the location that was shared by the employee.