FAQs

When logging in to the application the user should have a Username and Password. 1. Go to the browser 2. Type in the URL for your myEZcare instance 3. Login with provided credentials

The Dashboard provides reporting information to the user. Which is helpful for the day-to-day work of the organization. The Dashboard displays the following information 1. Employees - Didn’t Clock In / Clock Out 2. Employees – Overtime 3. Patient – New 4. Patient - Fully Not Scheduled 5. Received Internal Message Notifications 6. Sent Internal Message Notifications

Please follow the below steps to change my settings. Step 1 - Go to Admin > click My Profile Step 2 - Make necessary changes for fields Step 3 - Click the Save button

You can find Profile, Role /Permissions, Organization Settings, and Logging Out options in Admin settings.

You can enable/disable any permission from the permission tree. Please be careful before enabling/disabling, "Administrative Permission." This permission is reserved for, "Special Admin Rights," which will be applicable only to Admin or Super Admin.

Follow the below steps. 1. Go to Admin > click Roles and Permissions a. To Add Role: click + Add Role > Give name to the role > Save it 2. Select role from the dropdown list 3. Go to Web Permission – use the checkboxes to select the permissions to be granted for the website 4. Go to Mobile Permissions- use the checkboxes to select the permissions to be granted for the mobile app

Super Admin looks after all other personnel within the application. This user has complete rights to grant/take any permission from any user. This user can view any task and add/delete any personnel within the organization.

As per the application requirements, this role has the following Web Permissions.  Administrative Permissions  Additional Permissions  Masters  Employee Docket  Patients Docket  Scheduling  Billing and Claim Processing  Message  Reports  Authorization to bypass Clock In/Out

With the help of below steps you can complete desired process. 1. Go to scheduling or Calendar Icon > click Schedule Master 2. Filter the date if required 3. If you need to see by patient, search by name 4. Use filter if need be, search by All patient, Fully scheduled patient, or Partially scheduled patient 5. Select Search 6. The user can use the filter button by Day, Week, and Month to see respective 7. information. 8. Click on Calendar day box

To schedule a single day with the desired employee: 1. Go to scheduling or Calendar Icon > click Schedule Master 2. Use the filter to get employee 3. Use filters to get the desired patient 4. Use drag and drop button of selected employee and drop it to the nonscheduled date which is to be managed ** Note: Previous dates cannot be managed. Changes are applicable only from the current date.

In the Schedule, master of the business, needs to assign jobs to the employees. To assign jobs, use map schedule of employees with the schedule of patients. To manage this process, the user needs all the information that is required to assign employees to patients. There are also some key factors which help in the scheduling process. Schedule master includes all the features which helps users to manage this process.

Here we can view all the messages that have been sent to or received from different employees. Group messages or group notifications, everything can be viewed here. You can also send group messages and broadcast notifications.

Block Employee is a feature where if the patient does not want to have a certain employee to visit him/her, they can be blocked with this option.

The patient Schedule can be created just by selecting the Patient Schedule option and then selecting Add Patient Schedule.

Please follow the below steps to finish billing settings. Step 1 - Choose the Billing Setting option Step 2 - Add the different Service Codes associated with the added Payor for the patient Step 3 - Enter the Authorization Code for the patient from the payor, along with the Time Allowed (in minutes) and the Start/End Date Now all the patient billing details have been entered and saved successfully. Now the patient schedule and the task which needs to be provided to the patient needs to be selected. Choose the Care plan option and from this option different tasks can be mapped, and the patient Schedule can be entered.

Please follow the below steps 1. Click on the Billing tab 2. Select the patient’s Payor from the drop-down menu 3. Choose the Start Date and End date 4. Choose the Precedence

The patient Document is like a binder that you can upload all the documents of the patient to. As well as create sections and color code it.

The fields to be updated are as follows 1. First Name - Patient’s First Name Last Name - Patient’s Last Name Date of Birth - Patient’s Date of Birth Gender - Patient’s Gender Language Preference - Patient’s Preferred Language Account # - Unique ID # for Patient Status - Current status of Patient: active, in-active, etc. Assignee - Employee assigned to patient’s care (if applicable) Care Type - Type of Care Patient Requires to be Performed Patient Address & Phone - Complete Patient Address and Phone Number

Please follow the below steps to Add a Patient. 1. Click on Patient Intake 2. Click on + Add 3. Alternatively: Click Patient Intake 4. Select List from drop-down 5. Click + Patient button at the top of List

Apart from updating Patient information you can also update their contact information and preferences.

In Employee, Admin. users record information related to patients. In this you can update Patients Details, Document, Billing, Care Plan, Calendar, Block Employees, Internal Messaging, Time Sheet and Notes.

From the Dashboard screen select the Employee tab. Then click the List option and select the employee needed by clicking on the Edit button next to the employee name. After clicking on the Edit Button that particular employee docket will be opened. Now the different sections for this employee can be viewed. Click on the Certificate tab to view the certifications for the employee selected. After clicking on the Certificate tab all the certifications completed by this employee can be viewed under the action tab – View Certification. So, once the View Certification button is clicked on, the certificate of certification will be visible as per the screen shot on the right.

Employee PTO (Personal Time Off) can be updated by choosing the option Personal Time Off and the complete Calendar, Time Sheet, and Notes can be viewed for each employee from their docket.

Employee Schedule is where a user can enter an employee’s availability by selecting the +Add Employee Schedule button.

Employee Document is like a binder that a user can upload all the documents for an employee to. A user can also create sections and color code them.

You can add employee document while adding new employee or you can edit and from there you can do this.

You can enter Employee information, Employee Document, Employee Schedule, Personal Time Off, Calendar, Time Sheet, Notes, Certificate and Checklist.

Go to the Employee Tab. Click on +Add option or Select the List option and choose the +Employee button.

The Schedule feature, records the availability of an employee and the Personal Time Off (PTO) feature, records the date and times for which an employee is not available to work.

In Employee, Admin. users record information related to employees. For example: address, email, etc. The Employee module contains a comprehensive list of all personnel within the organization. The module also provides two features of its own, a Schedule and Personal Time Off (PTO) schedule.

In Settings, all the data is recorded related to Agency, Document Categorization, DX Code, Physician, Preference/Skills, Service Code, Dropdown Editor, Payor, Facility House and Visit Task (which is later used in billing, scheduling and visit verification).

The Settings is the area where a user can enter all the organization’s data and have it all centralized. So, if changes are made in the Settings’, data the changes will be reflected everywhere in the platform, wherever it is applicable.

The Forms Library, located in the Organization Settings, consists of a complete depository of all Briggs Forms. You can select the forms according to the organization usage.

Office Staff are personnel who perform clerical tasks from the office. They don’t have any mobile permissions and they have access to only web permissions.

As per the application requirements, this role has the following Permissions. Web Permission  Employee Docket  Messages  Dashboard  Report Mobile App  Clock In & Clock Out Time Update  IVR Instant No Schedule Clock In / Clock Out  Visit History  Can Update Location Coordinates

Nurses are responsible for the physical care and emotional support of someone who can no longer care for themselves- due to illness, injury or disability. This often includes providing support with financial and legal affairs as well. Caregiver roles are assigned by the Admin or the Super Admin.

Web Permissions available for Caregiver are as follows.  Clock In & Clock Out Time Update  IVR Instant No Schedule Clock In / Clock Out  Visit History  Can Update Location Coordinates

The below are the mobile permissions available for office staff Web Permission  Administrative Permissions  Message  Reports

Web Permissions available for Caregiver are as follows.  Employee Docket  Messages  Dashboard  Reports

The Admin user looks after all other personnel, excluding the Super Admin. This user has complete rights to grant/take any permission from any user. This user can view any task and add/delete any person within the organization. The Admin, also, cannot override or view the notes of the Super Admin. As per the application requirements, this role has the following Permissions:

As per the application requirements, this role has the following Permissions.  Clock In & Clock Out Time Update  Home - Upcoming Visits  Messages  Patient Service Denied  Auto Approved Bypass Permissions  Approval Required for Bypass Permissions

As per the application requirements, this role has the following Permissions.  Administrative Permissions  Additional Permissions  Masters  Employee Docket  Patients Docket  Scheduling  Billing and Claim Processing  IVR Instant No Schedule Clock In / Clock Out  Visit History  Can Update Location Coordinates

As per the application requirements, this role has the following Permissions.  Clock In & Clock Out Time Update  Home - Upcoming Visits  Messages  Patient Service Denied  Auto Approved Bypass Permissions  Approval Required for Bypass Permissions