Settings
Settings refer to configurable options that users can adjust to personalize the software for their needs. These settings include Document Management, Dx code, Payor, Physician, Service code, Visit task etc.,

Agency
An Adult Day Care agency is an organization that provides a wide range of medical and non-medical services to patients in Adult Day Care Center. These agencies offer personalized care for patients to receive quality care while maintaining their independence. 

 Adding Agency  

 Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings >> Agency >> +Add option 

 Locate the +Add option under Agency Tab. 

 

 Now, update the required information in Agency Details and Click Save option. 

 

 

 Editing Agency  

 Settings >> Agency >> List 

 Locate list option under Agency Tab. 

 

 Select the Agency from List and Click Edit option on the right side of the screen. 

 

 

 Now Edit the required information and Click Update option. 

 

 

 Delete Agency 

 Settings >> Agency >> List 

 Select the Agency from the list using the check box and click Delete or Disable Selection option on the screen. 

 

 Now, the Agency gets deleted and we can view the Agency under Deleted list. 

 

 The user can also Restore the deleted Agency by using the option Active on the right side of the screen.

Case Manager
A case manager plays a crucial role in coordinating and managing the care of patients. They assess the patient's needs, create care plans, coordinate with healthcare providers, ensure necessary services are provided, and monitor the patient's progress, all while focusing on maintaining the patient's comfort. 

 Adding Case Manager  

 Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings >> Case Manager >> +Add option 

 

 Update the required fields in Case Manager details and Click Save option. 

 

 

 Editing Case Manager  

 For Editing the Case Manager information, follow these steps: 

 Settings >> Case Manager >> List 

 

 Select the Case Manager from List and Click Edit option on the right side of the screen. 

 

 Now, edit the required information and click update option. 

 

 Delete Case Manager 

 Settings >> Case Manager >> List 

 Select the Case Manager from the list using the check box and click Delete or Disable Selection option on the screen. 

 

 Now, the Case Manager details gets deleted and we can view the Case Manager under Deleted list. 

 

 The user can also Restore the deleted Case Manager details by using the option Active on the right side of the screen.

Facility House
A facility house in Adult Day Care provides a supportive environment for older individuals, offering various activities and services. It ensures a safe and engaging space, promoting social interaction, cognitive stimulation, and personal care. 

 Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Adding Facility House 

 The Facility house can be added in the system under the feature Settings. 

 Settings >> Facility House >> +Add option 

 

 Update the Facility House Details in the required fields and Click Save option. 

 

 Editing Facility House  

 The facility house details can be edited by using the option Edit on the right side of the screen in Facility House List. 

 Settings >> Facility House >> List 

 

 The user can edit the required information in the Facility House Details and Click Update option. 

 

 Delete Facility House 

 Settings >> Facility House >> List 

 Select the Facility House from the list using the check box and click Delete or Disable Selection option on the screen. 

 

 Now, the Facility House gets deleted and we can view the Facility House details under Deleted list. 

 

 The user can also Restore the deleted Facility House details by using the option Active on the right side of the screen.

Document Management
Document management in Adult Day Care involves efficiently organizing and storing patient records, treatment plans, and related documents to ensure high-quality care. 

 Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Adding New Folder  

 To navigate through the process of adding Document Management, follow these steps: 

 Settings >> Document Management 

 

 For Adding new Folder, select the User type Referral/ Employee and update the required information in Edit Document management screen and click the option Show To All - Yes/No. When the user select the option Yes, then the Folder will be added to all the Client / Employee in the system. If the user select No option, then the Folder will be added only to the particular Client / Employee selected under the Assignee field. 

 

 

 Editing Folder  

 Settings >> Document Management 

 Select the Folder from List and click Edit option on the right side of the screen. 

 

 Edit the required information and click Save option. 

 

 Adding New Sub-Folder  

 To navigate through the process of adding Document Management, follow these steps: 

 Settings >> Document Management 

 

 For Adding new Sub-Folder, select the user type Referral/ Employee, select the Folder name in which the sub folder has to be added and update the required information in Edit Document management screen and click the option Show To All - Yes/No. When the user select the option Yes, then the Folder will be added to all the Client / Employee in the system. If the user select No option, then the Folder will be added only to the particular Client / Employee selected under the Assignee field. 

 

 Editing Sub-Folder  

 Settings >> Document Management 

 Select the Sub-Folder from List and click Edit option on the right side of the screen. 

 

 Edit the required information and click Save option. 

 

 Deleting Folder / Sub-Folder 

 Settings >> Document Management 

 For deleting Folder / Sub-Folder in Document Management screen, select the Folder / Sub-folder from List by using the check box of the Folder / Sub-Folder and click Delete option or Disable Selected option on the screen. 

 

 Activate Deleted Folder / Sub-Folder 

 Settings >> Document Management 

 The Deleted folder can be viewed by using the dropdown option Deleted after the Refresh option in the screen. 

 

 Now the Deleted folder can also be restored by using the option Active on the right side of the screen.

Dx Code
Diagnosis codes (Dx Code), typically using the ICD-10 system, are vital in Adult Day Care for billing, care planning, communication, and quality reporting. They ensure accurate reimbursement, guide treatment plans and facilitate information sharing among healthcare providers. 

 Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Adding Dx Code 

 Settings >> DX Code >> + Add option 

 

 Update the required information in DX Code details and Click Save 

 

 View Dx code List 

 The list of Dx code can be viewed by using the option List under Dx code. 

 Settings >> DX Code >> List 

 

 Enter the Dx code and click search option to view the required DX code in the system.

Dropdown Editor
A "drop-down editor" typically refers to a tools for creating and editing dropdown lists. It allows users to specify options within a dropdown menu, often used for user input or selection within web applications. 

 Adding Title  

 Settings >> Dropdown Editor 

  Select the Item Type for which the Title is to be added and Click Save option. 

 

 Now, the required information is added under Item type Designation. Similarly we can add the Title for the required Item Type. 

 

 Editing Title 

 Settings >> Dropdown Editor 

 Select the Item Type and Click Edit option on the right side of the screen. 

 

 Now, after editing the Title for the required Item type, Click Save option. Similarly we can edit the Title information for all the Item type in the system. 

 

 Delete Item type 

 Settings >> Dropdown Editor 

 Select the Item type from the List using the check box and click Delete option or Disable selected option in the screen. 

 

 Now, the required item type has been deleted and we can view them under Deleted list. 

 

 The deleted Item Type can also be restored by using the option Active on the right side of the screen.

Org Preference
Organization Preference refers to the choice that the Adult Day Care agency prefer for their Organization in the system. 

 Org Preference Details 

 Settings >> Org Preference 

 Update the Organization Preference details in the system and Click Save option.

Organization Forms
Organization Forms includes the list of forms Available in the system and can be selected as per the requirement of the user. 

 Select Organization Forms 

 Settings >> Organization Forms 

 The user can select the required forms from the available forms in the system and click Save option. 

 

 Also, the selected forms can be sent to available forms list in the system. 

 

 Edit Form Name 

 Settings >> Organization Forms 

 The selected form names can be edited by using the edit option on the right side of the screen. Edit the form name and click Save option.

Payor
In Adult Day Care, a "payor" is the entity responsible for covering costs. Payors can include health insurance companies, Medicare, Medicaid, private pay and managed care organizations. 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Adding Payor Details 

 Settings >> Payor >> +Add option 

 

 The user can update the required information in Payer Details and Click Save option. 

 

 Editing Payor Details 

 Settings >> Payor >> List  

 Select the Payor from the List using the Edit option. 

 

 Now, edit the required information in Payor Details and Click Update. 

 

 Service Code Mapping 

 The Service Code Mapping can be done for the payor added in the system. Enter the required fields under Payor - Service code Mapping and click Save Option. 

 

 Delete Payor 

 Settings >> Payor >> List  

 Select the payor from list using the check box and click Delete or Disable Selected option in the screen. 

 

 Now, the payor gets deleted and we can view the payor under Deleted list. 

 

 The user can also Restore the deleted payor by using the option Active on the right side of the screen.

Physician
A physician refers to a licensed medical doctor who plays a critical role in overseeing and providing medical care to patients within the comfort at Adult Day Care. These physicians diagnose, prescribe treatment plans, and monitor the health and well-being of patients, ensuring personalized and comprehensive medical support. 

 Adding Physician 

 Note: All Fields marked with   * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings >> Physician >> +Add option 

 

 The user can update the required Physician details and click Save option. 

 

 

 Editing Physician 

 Settings >> Physician >> List 

 

 Select the Physician from the list and Click the Edit option. 

 

 Now, Edit the required information and Click Update. 

 

 Delete Physician 

 Settings >> Physician >> List 

 Select the physician from list using the check box and click Delete or Disable Selected option in the screen. 

 

 Now, the physician gets deleted and we can view the physician under Deleted list. 

 

 The user can also restore the deleted physician by using the option Active on the right side of the screen.

Preference / Skills
Preference refers to the specific choices and desires of patients regarding the type of care, treatment, and services they wish to receive in Adult Day Care. 

 Skills refer to the specialized abilities, expertise, and competencies possessed by healthcare professionals who provide care and treatment to patients in Adult Day Care. 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Adding Preference / Skills 

 Settings >> Preference / Skill >> +Add option 

 Select the Type and update the Name. Click Save to Add Preference / Skill detail 

 

 

 Editing Preference / Skill 

 Settings >> Preference / Skill >> List 

 Select the Preference from List and Click Edit option on the right side of the screen. 

 

 

  Now, Edit the required information and Click Update option 

 

 

 Delete Preference / Skills 

 Settings >> Preference / Skill >> List 

 Select the physician from list using the check box and click Delete or Disable Selected option in the screen. 

 

 Now, the Preference / Skills gets deleted and we can view the details under Deleted list. 

 

 The user can also Restore the deleted Preference by using the option Active on the right side of the screen.

Service Code
A service code is a standardized alphanumeric or numeric code used for billing and documentation. It categorizes and identifies specific procedures, services, and equipment provided to patients. Service codes help ensure accurate billing, reimbursement, and compliance with healthcare regulations in the field. 

 Adding Service Code 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings >> Service Code >> + Add option 

 

 The user can update the Service code details in the required field and Click Save option. 

 

 Editing Service Code 

 Settings >> Service Code >> List 

 

 

 Select the service code from the list and click Edit option on the right side of the screen. 

 

 Now, Edit the required information and click update option. 

 

 Service Code Mapping 

 The Service Code Mapping can be done for the payor added in the system. Click + Service code mapping option. Select the payor, enter the required fields under Payor - Service code Mapping and click Save Option. 

 

 Delete Service Code 

 Settings << Service Code << List 

 Select the Service Code from list and click Delete option on the right side of the screen.

Visit Task
A Visit Task refers to a specific set of responsibilities and activities performed by a caregiver during a patient's Day Care. 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Adding Visit Task 

 Settings >> Visit Task >> +Add option 

 

 The user can update the task details in the required fields and Click Save option. 

 

 Editing Visit Task 

 Settings >> Visit Task >> List 

 

 

 Select the task from the list using the checkbox and Click Edit option on the right side of the screen. 

 

 Now, Edit the required information and Click Update option. 

 

 Delete Visit Task 

 Settings >> Visit Task >> List 

 Select the Visit Task from list using the check box and click Delete or Disable Selected option in the screen. 

 

 Now, the Visit Task gets deleted and we can view the Visit Task under Deleted list. 

 

 The user can also Restore the deleted Visit Task by using the option Active on the right side of the screen. 

 

 Clone Task 

 Settings >> Visit Task >> List 

 The user can create the same Visit Task details for different service code by using the option Clone Task. 

 Select the Visit Task and click Clone Task on the screen. 

 

 Now, the clone task screen appears. Select the Target service from the List and click Clone option. 

 

 Now the new Visit task is created with Service name Nurse Assessment in the List. 

 

 Bulk Update 

 Settings >> Visit Task >> List 

 The user can Bulk update the Task details like Visit Type, Task Type, Care Type and Service Code by using the option Bulk Update. 

 Select the Visit Task by using the check box and click Select Bulk Type option.  

 

 Now, select the Category from the list and the related options and then click Bulk Update option. 

 

 The required Category has been added in the list.

Note Sentence
A Note Sentence is a brief message, serving to convey information, reminders, or thoughts. 

 Adding Note Sentence 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings >> Note Sentence >> Add 

 

 The user can add the Note Sentence Title and Note Sentence Details in the system and click Save option. 

 

 Editing Note Sentence 

 Settings >> Note Sentence >> List 

 

 Select the note sentence and click edit option on the right side of the screen. 

 

 Now, enter the required information and click update option. 

 

 Delete Note Sentence 

 Settings >> Note Sentence >> List 

 Select the Note Sentence by using the check box and click Delete option or Disabled Selected on the screen. 

 

 Now, the Note Sentence gets deleted and we can view the Note Sentence under Deleted list. 

 

 The user can also Restore the deleted Note Sentence by using the option Active on the right side of the screen.

Email Template
An email template is a pre-designed message format for efficient and consistent email communication. Templates save time and maintain professionalism in various email contexts, such as marketing campaigns and customer support. 

 Adding Email Template 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings << Email Template << Add 

 Enter the Template Name and the required fields in Template Detail Screen and click Save. 

 

 Edit Email Template 

 Settings << Email Template << List 

 From the List of Email Template, click the Edit option on the right side of the screen. Enter the required information in Template Detail screen and click Update option. 

 

 Delete Email Template 

 Settings << Email Template << List 

 To Delete the Email Template, Click Delete option on the right side of Template Details screen.  

 

   

  

Notification Configuration
Notification configuration defines how alerts or messages are generated and delivered within a system. 

 Adding Notification Configuration 

 Note: All Fields marked with  * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing. 

 Settings >> Notification Configuration 

 Select the Role, check the Notification Configuration from the list and click Save option.

Virtual Visit Terms and Conditions
Virtual visit terms and conditions are legal agreements governing rules and responsibilities for online interactions. Patient and providers should read and understand these terms before participating in virtual visits to ensure a clear and secure experience. 

 Adding Virtual Visit Terms and Conditions 

 Settings << Virtual Visit Terms and Conditions 

 Update the Terms and Conditions of the Virtual Visit and Click Save option.