Page Comparison

Common Concepts

• Relationships
• Relationships Module Glossary
• Add People or Organization
• Client Employer and Caregiver Participant Web Application Overview
• How to Import People or Organizations into Companion
• How to Export People or Organizations from Companion

• Edit a Profile

• Delete a Person or Organization

• Using Statuses

• Scheduling

• Availability

• Referral Sources

• Required Dates

• Documented Events
• Sources
• Case Notes
• Utilize the Email Section
• Cloud User Setup

Employer Topics

• Who Should Receive the Invoice for Services Rendered?
• Split an Invoice (Co-Billing)

• Billing Rates - Setup a Billing Rate

• Billing Rates - Copy Billing Rates for a Client or Payer

• Billing Options Setup

• Authorizations

• Copy (Duplicate) an Authorization

• Close an Authorization

• Care Plan Setup
• Care Plan Report Options
• Interview Questions

• Form 485

• Using Caregiver Compatibility

• Home Care Pulse Integration (Customer satisfaction surveys)

Payer Topics

• Who Should Receive the Invoice for Services Rendered?
• Recommended Information to Add to a New payer

Caregiver Topics

• Find a Caregiver's Telephony ID

• Qualifications (Disciplines) for a Caregiver
• Required Dates - Track Important Dates and Training for a Caregiver
• Preferred Districts

• Indicate the Schedule Length a Caregiver is Willing to work

• Indicate on a Calendar that a Caregiver is on Vacation

• How do I send event reminders?

• Payroll Options

• Payroll Rates - Setup a Payroll Rate

• Payroll Rates - Copy Payroll Rates for a Caregiver

• Setup Holiday Pay

• Setup OvertimeJob Detail

• Close a Job Detail

Participant Topics

• Preferred Districts
• Setup the Intake

Office Staff Topics

• Username and Password setup   (non-cloud)Username and Password setup (cloud) 
• Close a terminated Office Staff person
• How do I send event reminders?

Human Resources Topics

• Interview Questions
• Incidents (Documentation of sensitive events and disciplinary actions)SterlingBackcheck Integration (Employee background checks)