- How can I hide certain screens from Staff? (Hint: go to Staff on the Setup screen.)
- How do I add a new Event to the Scheduler?
- How do I add a category to the Scheduler?
- How can I look at only certain staff or client events on the Scheduler?
- How do I see only HPC (or ADS, etc.) goals?
- How do I add a progress summary to goals? (Hint: this is setup on the Client Information screen under the "Goals" section.)
- If a client is absent, is there a way to set all the goals at one time?
- How do I document a client behavior?
- Why do some clients not show up on the Goals screen?
- Where do I add client contacts such as guardians and doctors? (Hint: the Client Information screen under the "Contacts" section.)
- What do I do when a client’s waiver changes? (Hint: use Span Dates on the Client Information screen.)
- How do I add a client photo? (Hint: go to the Client Information screen under the "Basic Information" section.)
- How do I know when a client's units or money is running low?
- How to I setup clients that are not funded by Medicaid but by a different source of funding such as the County Board?
- How do I remove a client from an Attendance Program Schedule?
- How do I add the goal status?
- How do I see the clients on the Attendance screen that have been set as absent (no shows)?
- How do I move a client from absent (no show) back to the schedule?
- How do I add mileage to a transportation route?
- How do I remove a client from a Transportation route?
- How do I setup inspection items for a Vehicle?
- How do I setup HPC for Adult Family Living, Community Inclusion, etc.?
- How do I add Time Categories for the Piece Tracker?
- How do I add the Prevailing Rate for Piece Tracker?
- What is a Cost Center and how do I set them up?
- How do I reconcile the billing data to set all the ‘Paid’ amounts? (Hint: import the DODD Non-Denied billing report.)
- How do I re-bill for data that was incorrectly billed?
- How do I add PAWS utilization information? (Hint: import the DODD 'PAWS Utilization...' report.)
- Why am I getting the "Medicaid number missing" error when a client is in a Cost Center that is excluded from DODD? (Hint: the service being used is not included in the Cost Center.)
- Why does a client get billed with the wrong waiver?
- Why can't staff see any incidents that have already been entered?
A: Go to the Setup Screen - Company Information and check the box 'Access to All Incidents'.
- Why doesn't my vehicle show up in the Vehicle Inspection menu?
A: You must assign Vehicle Inspection Items to each Vehicle. Click here for an article on how to assign Vehicle Inspection Items.
- Why can't I save an event in the Scheduler?
A: Without 'Full Access', you can only change/save Events that you scheduled. In other words, you cannot change/save events that were scheduled by another staff. However, that can be overridden by giving the staff 'Full Access' on the Setup screen.
- Why is the billing code blank and the rate 0 on the Billing Setup screen?
A: Usually this is caused by not having the proper Waiver and Acuity setup. Be sure to also check the Span Dates to see if the Acuity and Waiver are properly setup there as well.