Employee
Our system allows for the secure and centralized storage of all employee information and documents. Accessible only to authorized personnel, this feature ensures data confidentiality and compliance with data protection regulations.
- New Employee
- Employee Document
- Employee Schedule
- Employee Personal Time Off, Calendar & Notes
- Employee Certificate, Checklist and Preferences
- Employee List
New Employee
A new employee in home health care is a recently hired individual who provides healthcare services in a patient's home. Their role includes assisting with daily tasks, medication administration, and health monitoring.
Adding Employee Information
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.
- Locate the +Add option under Employee Tab.
2. Click +Add option to update the Employee Information. Enter the Employee information in the required field and Click Next option.
Account Status: Locked / UnLocked
If the Account of any Employee has been locked due to incorrect password in Web Application and Myezcare EVV Mobile App, the Super Admin or Administrator who has the access for adding and editing the employee details can unlock the account in Employee Information.
Update Location: Yes / No
If the Employee facing difficulties in Clocking In at patient's home due to Geographical Coordinates Mismatch (usually when the Apartment Complex is Big), the Super Admin or the Administrator having access in Employee Information can give access in Update Location Yes for the Employee to update the location of the employee in Myezcare EVV mobile app. The user can deny the access of Update Location later when the Employee has successfully Clocked In.
3. The Employee details screen appears. In Employee details, update the username with the format (first name initials and last name). Also enter the 4 digit IVR Pin which is used to login using Mobile Application for each employee. The user can add the signature of the Employee by using the option Upload Signature. After completing the required field, Click Next option.
4. The Additional Contacts screen appears in which the user can update the additional contact details of the employee by using the +Add New Contact option and Click Save button.
Editing Employees Information
- Locate List option under Employee Tab.
2. Select the Employee from the list to edit the information. Click the Edit option under Action on the right side of the screen for editing the Employee information or click on the Employee name.
3. The following screen appears to edit the required information of the Employee.
Click Update option in Additional contact screen to update the edited information for the Employee.
Resend Registration Email
The option Resend Registration Email in Employee Details is used to send Registration Email to Employee to access the Web Application. In the Registration Email, Click Set Password option to create the password for the Username mentioned in the email and access the application.
Email signature
The user can update the email signature by using the email signature option. Update the required information and Click Save option.
Employee Tab>>List>>Employee name>>Email signature
Employee Billing Hours
In Employee Billing Hours option, the user can update the Regular working hours, Regular Working / Hour Rate and Overtime Rate of the employee and click Save option.
Employee Tab>>List>>Employee name>>Employee Billing Hours
Employee Document
The Employee documents may include certifications, employment contracts, and care plans, ensuring compliance with regulations and offering a comprehensive overview of the caregiver's qualifications and responsibilities.
Uploading Employee Document
The required documents of the Employee can be uploaded in the system by using the option Employee Document.
Employee Tab >> List >> Select Employee >> Employee Document
Select the type of document from the list and Click the Upload Documents option. The user can also Add New Folders and Subfolders to upload the documents.
When we click upload documents, the following screen appears. The user can choose the options whether to Upload Scanned Documents or to Fill New form.
Upload Scanned Document option allows the user to upload the scanned documents as per requirement.
Fill New Form option allows the user to select the form from the list.
After selecting the form, the following pop-up appears whether to Map Form. Click Yes option if the user wants to preserve this preference for future use, if not Click No. The user can now edit the form and click save option.
The following screen appears, click Save option.
Under Action, we have the following options like Archive, Edit, Clone and Email.
The features under Actions are :
- Archive
- Edit
- Clone
Archive
To Delete the uploaded document, click Archive option under Actions.
The following pop-up appears, click Yes to continue. The document will be deleted from the folder.
Restore deleted document
To Restore the deleted click All filters option.
Select the Status Archive and click Search option.
The deleted document is found in Archive Status. The user can click Active option under Action to Restore the deleted document.
The document is now restored under Active Status in the system.
Edit
The Edit option is used to edit the information in the document. Click Edit option under Actions to make the changes in the document and click Save.
Clone Option
The Clone option is in progress within the application.
Email - Beta ( This is an optional beta feature, which may not be stable at this time. Use it at your own risk and we appreciate your valuable feedback to improve the user experience.)
The Email option is used to send documents to patients and to get the electronic signature from the patient. Enter the required fields in the Send Email screen and Click Send option. The user can also send Attachments with the email.
Most of the options are under Beta in Send Email screen.
The patient will receive the email from the Employee to sign the document. The patient has to click Open Form option to Sign the document.
After the signing the document, it has to be saved using the the Save option in the document. Now, the Employee can open the signed document in the application.
Adding New Folder in Employee document
Click + Add New Folder option in Employee document. The following screen appears, update the required information. Also in the option Show to All, if the user needs the folder name to be added for all the employee click Yes option. If the user wants the folder to be added only for the particular employee click No option.
Also the user can select the Roles to access the document and click Save option.
The folder Documents is added successfully to upload the required documents of the employee.
Adding New Sub Folder in Employee Document
Select the folder name and click the option +Add New Sub Folder option. The following screen appears, update the required information. Also in the option Show to All, if the user needs the Sub folder name to be added for all the employee click Yes option. If the user wants the folder to be added only for the particular employee click No option.
Also the user can select the Roles to access the document and click Save option.
The Sub folder 2023 is now added under folder name Discharge to upload the required documents of the Employee.
Employee Schedule
An employee schedule in home health care is a structured plan outlining staff work hours and compliance with regulations. It ensures continuous patient care, staff well-being, and communication to ensure quality care delivery.
Adding Employee Schedule
The user can update the Employee Schedule for their visits by selecting the +Add Employee Schedule button.
Employee Tab >> List >> Select Employee from List>> Employee Schedule or Employee Tab >> Schedule
Click +Add Employee Schedule button, the following screen appears. Update the Start Date and End Date (optional) of the Schedule and Click Save & Add Time Slot button.
To Add the Time Slot of the Employee the user has to Select the Days, Start Time, End Time and check the option All Day or Is 24hrs of the Employee Schedule and Click Add.
The Time Slot of the Employee Schedule is created successfully with the required details.
Employee Personal Time Off, Calendar & Notes
Employee Personal Time Off
The Employee PTO ( Personal Time Off ) can be updated by selecting the Personal Time Off Tab.
Employee Tab >> Personal Time Off (PTO)
Select the + Personal Time Off option. The following screen appears, update the required information of the Employee Time Off and Click Save.
Employee Calendar
The user can view the Employee calendar for their scheduled visits. The Employee calendar has the details of the client name, Care type and the scheduled time.
Employee Tab >> Calendar
Employee Notes
The Notes Tab is used to add notes of the employee in the system. Click the option +Add Note. Select the required fields and update the notes of the employee and Click Save option.
Employee Tab >> List >> Employee Name >> Notes
Employee Certificate, Checklist and Preferences
Employee Certificate
The Employee Certificate can be uploaded in the system by using the Certificate Tab. Click + Add Certificate option, update the required information and upload the Certificate.
Employee Tab >> List >> Employee Name >> Certificate
Employee Checklist
The user can check the documents in the checklist and update the Expiration date and Date of Completion in the checklist.
Employee Tab >> List >> Employee Name >> Checklist
Employee Preferences
The user can update the Employee Preferences by using the Preferences option. Check the Preferences from the list and click Save Notification Preferences option.
Employee Tab >> List >> Employee Name >> Preferences
Employee List
An employee list in home health care is a record of staff providing in-home clinical and non-clinical services.
Bulk update Employee Group
The Employee Group information can be bulk updated for the list of employees in the system. Click the check-box before the Employee ID in employee list and click Update Group.
Employee Tab >> List
The following screen appears, select the Group from list and click Save option.
Delete Employee
The Employee can be deleted from the system by using the option Delete in Employee List. Select the Employee name by using the check box and click delete option.
Employee Tab >> List
Restore Deleted Employee
Select Deleted from the dropdown box. The Deleted employee can also be restored in the system by using the option Active.
Click the check box for the employee to be restored and click Active option. Now, the deleted employee is successfully restored.