---
title: Training 1 Recap
description: This is a recap of what was talked about during the first training session.
---

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# Training 1 Recap

## This is a recap of what was talked about during the first training session.

![](https://fast.wistia.com/embed/medias/8bvqu48znm/swatch)

**Quick Links: **

[Add an Employee](https://knowledge.billiyo.com/knowledge/training-1#add-an-employee)  
[Create a User Account](https://knowledge.billiyo.com/knowledge/training-1#create-a-user-account)  
[Add a Client](https://knowledge.billiyo.com/knowledge/training-1#add-a-client)  
[Client Caregiver Connection](https://knowledge.billiyo.com/knowledge/training-1#client-caregiver-connection)  
[Adding a Service Authorization](https://knowledge.billiyo.com/knowledge/training-1#adding-a-service-authorization)

---

**Add an Employee**

To add an employee, head to **Operation \> Employee \> Add Employee**.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-22-2022-09-39-09-92-PM.png)

While we do recommend filling out all fields that appear, only the following are required:

- Employee Type
- Job Title
- First Name
- Last Name
- Zip Code
- City
- State or Province
- Address
- Telephone Number (no dashes)
- Gender
- Date of Birth

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-09-02-36-14-PM.png)After filling out the employee's information, click on the **Save** button to add the employee.

For more on adding an employee, along with information on viewing and editing employees, visit our article [here](https://knowledge.billiyo.com/knowledge/add-employee?hsLang=en). 

---

**Create** **a User Account**

Once an employee has been added, a user account can be created for them. To create a user account, head to **More \> User Account \> Add New User Account**.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-22-2022-09-42-10-04-PM.png)

All fields that appear will be required. Make sure to click the **Save **button to create the user account.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-09-00-44-41-PM.png)

For more on creating a user account, visit our article [here](https://knowledge.billiyo.com/knowledge/add-user-account?hsLang=en). 

---

**Add a Client**

To add a client, head to **CRM \> Clients \> Add Client**.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-22-2022-09-37-05-00-PM.png)

Just as with employees, we do recommend filling out all the fields that appear. That said, only the following fields are required:

- First Name
- Last Name
- Member ID (PMI)
- Gender
- Birthdate
- Primary Phone (no dashes)
- Address
- Zip Code
- City
- State or Province
- Status

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-08-58-12-70-PM.png)

 After filling out the client's information, click on the **Save** button.

For more on adding a client, along with information on viewing and editing clients, visit our article [here](https://knowledge.billiyo.com/knowledge/add-a-new-client?hsLang=en).  

---

**Client Caregiver Connection**

After adding employees and clients, it's time to connect who works together. To do so, head to **CRM \> Client Care Giver \> Add Client Care Giver**.

**![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Mar-22-2022-09-40-04-50-PM.png?width=600&name=image-png-Mar-22-2022-09-40-04-50-PM.png)**

Fill out the fields that show and then clickthe **Save** button.

To connect an employee to all clients, select the "For all clients" checkbox

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-08-55-06-66-PM.png)

For more about the Client Caregiver Connection, check out our article [here](https://knowledge.billiyo.com/knowledge/add-new-care-taker?hsLang=en). 

---

**Adding a Service Authorization**

Once the connection between employee and client has been made, it's time to add the Service Authorization. To do so, head to **CRM \> Service Auths \> Add/View SA**.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-22-2022-09-40-59-17-PM.png)

On the next screen there will be two options for adding a service authorization: **SA - Manual Entry** or **SA - Billiyo Automation**.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-08-41-13-43-PM.png)For **SA - Billiyo Automation**, select the client and then add the service authorization PDF from your device. 

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-08-44-07-91-PM.png)

Review the information that appears below to verify that it is correct and then click on the **Save Service Auth **button.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-08-51-36-16-PM.png)

For **SA - Manual Entry**, select the client and click the **Add Service Auth** button.

![](https://knowledge.billiyo.com/hubfs/image-png-Mar-24-2022-08-49-24-20-PM.png)

If there are multiple lines in the service authorization, use the **Add New Line** button at the bottom to add as many lines as needed. After inputting all information, click on the **Save Service Auth** button.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Dec-03-2021-07-10-22-58-PM.png?width=661&name=image-png-Dec-03-2021-07-10-22-58-PM.png)

 For more on service authorizations visit our article [here](https://knowledge.billiyo.com/knowledge/add-new-service-authorization?hsLang=en). 

---

No real employee or client information was used.

 

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