Set up

Setting up an application is the process of installing, configuring, and customizing software or systems to ensure they work as intended. It involves tailoring the application to specific needs, setting user permissions, and preparing it for use, ensuring a smooth and effective operation.

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.

User Login

The User Login on the top right corner of the software contains the following features:

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My Profiles

The user can update the Profile information under My Profiles option. Update the required fields, upload the Profile image and click Save option.

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Roles & Permissions 

The user can give permissions to the respective Role of the Employee. Select and Role and choose the permission to be given for the Role.

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Editing the Role

The Role of the Employee can also be edited by using the option Edit in the Selected Role.

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Roles and Permissions - Web Permissions Configuration

For Web Permissions Configuration, Select the Role and Click Web Permissions under Permissions Tab.

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Dashboard -  The Dashboard permissions includes the feature to view all the Information in the Dashboard screen. The user can check the required permission to be given for the particular role in the Dashboard Permission under Roles and Permissions Tab in the application.

 

The selected Role have access to view only the permissions that has been selected in the checkbox.

 


 

 

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Employee - This feature shows the list of permissions that can be given for the particular role in accessing the application. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.


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Patient - This feature shows the list of permissions that can be given for the particular role in accessing the application. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.

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Masters - Settings -  Settings in software refer to configurable options that allow users to customize various aspects of the application to suit their preferences or requirements. The access for list of features under Settings in the application can be given by using the option Masters in the Roles and Permissions. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.

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Referral Tracking - Prospects

The access for list of features under Prospects in the application can be given by using the option Referral Tracking in the Roles and Permissions. The user can check the roles to only view, Add/ update the data in the application and also to delete the information in the application.

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System Roles and Permissions

Super Admin

The Super Admin plays a pivotal role in overseeing and managing the administrative aspects of the organization. This role involves managing information systems, ensuring data security and compliance, and providing technical support to optimize workflow and enhance patient care delivery.

Registered Nurse (RN)

The Registered Nurse (RN) plays a pivotal role in delivering comprehensive and compassionate healthcare services to patients in their homes. This position involves providing skilled nursing care, coordinating interdisciplinary care teams, and promoting patient education and self-management.

Administrator

The Administrator is responsible for overseeing the overall operation of the organization, including strategic planning, financial management, regulatory compliance, and quality improvement initiatives. This leadership position plays a pivotal role in ensuring the delivery of high-quality, patient-centered care and the attainment of organizational goals.

PCA / CNA - Personal Care Aide (PCA) / Certified Nursing Assistant (CNA)

The Personal Care Aide (PCA) or Certified Nursing Assistant (CNA) plays a vital role in supporting patients with activities of daily living (ADLs), providing personal care, and assisting with basic medical tasks under the supervision of a registered nurse or other healthcare professional. This position is critical in ensuring the comfort, safety, and well-being of patients receiving care in their homes.

HHA - Home Health Aide

The Home Health Aide (HHA) plays a fundamental role in providing essential personal care and support to patients who require assistance with activities of daily living (ADLs) and instrumental activities of daily living (IADLs) in the comfort of their own homes. Working under the supervision of a registered nurse or other healthcare professional, the HHA helps to promote the independence, safety, and well-being of patients receiving home health care services.

Clinical Team

The Clinical Team consists of healthcare professionals who collaborate to provide comprehensive and coordinated care to patients in their homes. This interdisciplinary team plays a critical role in assessing patients' needs, developing individualized care plans, and delivering skilled medical services to promote optimal health outcomes and quality of life.

Nurse

The Nurse is responsible for delivering skilled nursing services to patients in their homes, collaborating with interdisciplinary team members, and promoting continuity of care to support patients' health and well-being in the community setting.

Staffing

The Staffing Coordinator is responsible for managing the needs of the organization, ensuring adequate coverage for patient visits, and coordinating schedules for healthcare professionals to optimize efficiency and meet patient care requirements.

Office Assistant

The Office Assistant provides administrative support to the clinical and administrative teams, assisting with various office tasks to ensure the smooth operation of the organization and the delivery of high-quality care to patients in their homes.

Organization Settings

The user can update the Organization information under Organization Settings. It has features like Logo Settings, Invoice Settings, Billing Settings etc.

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Billing

The Billing option gives us information about the list of Invoices generated in the software.

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Log Out

By clicking the "Log Out " button, the user can prevent unauthorized access to the account, reducing the data breeches and maintaining online privacy.

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Hide Features

The four line in the Dashboard is used to hide the Feature names in the Dashboard screen.

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Now, the Features name is not visible in the Dashboard screen and we can work in the large screen.

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Clock-In-Out 

The Staff Attendance can be maintained by using the option Clock-In-Out. The details can be viewed in Settings >> Attendance >> Calendar.

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Support

The Support option is used to view the knowledge base documents of the Application. 

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The user has to Sign up to view the knowledge base documents.

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Notification

The Notification Bell option represents to Notify messages in the system. 

This option is currently in progress within the application.

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Care Type

The user can choose the type of care by using the dropdown option on the top right corner in the software.

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Revision #13
Created 22 November 2023 19:33:28 by Thamarai
Updated 17 February 2024 19:25:49 by Thamarai