Services (Call Type)

Items that you pay or bill for.

Examples:

• HomeMaker
• CNA

Also Known as:  Work Performed, Call Type

Contract (Authorizations)

Tells the system who is paying the bill, and for what service they are paying.

Also Known as:  Authorizations

Caregiver

Also Known as:  Employee, Vendor, Worker

Required Date

Also Known as:  Certification Date

Documented Event

A Documented Event is any type of event you need to record and report on. Documented Events can play two roles:

• for documenting significant events (good or bad) involving clients and/or caregivers, and
• as a marketing tool to document the minutes of a meeting or conversation with referral sources.

Also Known as: