Common Concepts
- Relationships
- Relationships Module Glossary
- Add People or Organization
- Client and Caregiver Web Application Overview
- How to Import People or Organizations into Companion
- How to Export People or Organizations from Companion
Client Topics
Billing Options Setup
- Home Care Pulse Integration (Customer satisfaction surveys)
Payer Topics
Caregiver Topics
- Qualifications (Disciplines) for a Caregiver
- Required Dates - Track Important Dates and Training for a Caregiver
- Preferred Districts
Office Staff Topics
Setup a Username and Password for an Office Staff person (non-cloud)
- Setup a Username and Password for an Office Staff person (cloud)
- Close a terminated Office Staff person
Human Resources Topics
- Incidents (Documentation of sensitive events and disciplinary actions)
- SterlingBackcheck Integration (Employee background checks)