Clients

Profile related info

• Add Client
• Adding and Managing a Diagnosis Code
• Client Status
• Client Medication in Client Profile
• Add Medication
• Add/Edit Caregiver through Client Profile
• Advanced Directives (Client Profile)
• Alternate Residences
• Client Checklist
• View Client
• Incident Reporting

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Patient onboarding

• Patient Onboarding

Patient dashboard related info

• Patient Dashboard
• Face to Face Document
• Advanced Directives (Patient Dashboard)
• Medications
• Patient Documents
• PDGM
• Plan of Care
• Hospitalizations
• Patient Dashboard
• Face to Face Encounter
• Hold Status
• Generating a 485

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Caregiver connection info

• Client Caregiver Connection
• Allow Clients to Sign Once for Worked EVV Schedules
• Caregiver Preferences and Caregiver Matching
• Why aren't my caregiver connection edits working?
• Restrict late punches for specific employees
• Geo-Tracking and EVV (Electronic Visit Verification)

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Service authorization info

• Service Authorizations: Strict Monthly Usage
• Add/View NPI & Taxonomy
• Add/View SA
• Replace Service Authorizations
• Service Authorization Warning and Error Messages
• Automated Care Plan and Schedule Creation
• Updating a Service Authorization

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Care plan info

• Add/View/Edit a Care Plan through the Billiyo URL (Portal)
• Care Plan Outcomes

Recalibrate client location

• Recalibrate a Client's Location

User accounts & client portal

• Client Caregiver set up for Client Portal
• Client Portal

Client eligibility

• Client Eligibility

Q and A

• Q & A CRM